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.

Documents that are not Approved/Complete can be sent internally to other staff using the Send Team Email option in Outlook.  For details on Send Team Email function, refer to Using the Send Team Email option in Outlook 

To change the document status, refer to Setting a document status