Skip to main content
Skip table of contents

How do I change the Default Email Attachment type in Document Manager?

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 38868

In MYOB Document Manager version 4.0.25 and newer, you have the ability to change your default email attachment type.

This can be either a:

  • Link - attach the document to the email as a Document Manager link;
  • Document - attach the document to the email as a file or
  • Link for internal emails, document for external emails - if the destination email has a domain specified in the Practice Registered Domains field, documents will be sent as links. Otherwise, they will be sent as files.

    Where the 'TO:', 'CC:' and 'BCC:' fields are blank or contain internal domains only, the attachment will be added as a link. If at least one email address in an email's recipient field is an external domain, the attachment will be sent as a document by default.

To change your default attachment preferences, from Accountants Enterprise (AE) or Accountants Office (AO) follow the menu path Maintenance > Maintenance Map > Documents > Document Manager Setup, then click the Email Settings tab and select the required option.

then close and reopen AE/AO and Microsoft Outlook for the change to take effect.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.