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)

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.