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

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.

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