Finding a missing document in Document Manager
This support note applies to:
- AO Document Manager (AU)
- AO Document Manager (NZ)
- AE Document Manager (NZ)
- AE Document Manager (AU)
In MYOB Document Manager you may find that you can not find a particular document for a client.
This Knowledge Base article provides some helpful checks to assist in you locating a missing document.
There are two possible reasons why you are unable to find a document. They are:
Secured document
If you do not have access to see the document based on a Filing Cabinet Security, then it will not appear.
To identify if this is the case, you will need a user to login that has System Administrator rights to search for the document. If the document appears, check the filing cabinet that it has been saved against.
You may need to change the Filing Cabinet or adjust the filing cabinet security so others can see the document.
For more information on Document Security, please refer to Document security
Deleted Document
For information on Deleted Documents, pleaser refer to the following MYOB Online Help Centre topic: Deleting documents