Sending a document that does not have a status of Approved/Complete
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 (DM) if the document status is set to one of the following you are unable to send this document as an email attachment to a client:
- In Progress;
- Rework; or
- Awaiting Approval.
Documents that have a status of Approved/Complete can only be sent to clients.
To change the document status, refer to Setting a document status