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Turning off the second Documents tab to view PM documents

This support note applies to:

  • AE Document Manager (NZ)

  • AE Document Manager (AU)

These instructions require technical expertise

Make sure you know what you're doing and are using one of the products listed. If you're not sure, ask your IT professional or MYOB.

Article ID: 23161


Where you have migrated Practice Manager documents to Document Manager, you may want to remove the second Documents tab found in the Clients tab if this was configured at some stage.

To turn off the second Documents tab

  1. From the Windows desktop, right-click on the Start image of start button button and select Run.

    Alternatively, you can press the Windows key + R on the keyboard to open this window.

  2. In the Open field type in the location of your server Central folder. This is usually one of the following locations:

    If you are using...

    go to...

    Accountants Enterprise (AE)

    \\SERVER\CENTRAL
    \\SERVER\S6SYSTEM\MYOBAE\AESQL\Central\Deploy
    \\SERVER\MYOBAE\AESQL\Central\Deploy

    Accountants Office (AO)

    \\SERVER\AONET\MYOBAO\AOSQL\Central\Deploy
    \\SERVER\MYOBAO\AOSQL\Central\Deploy

    Where SERVER is the name of your server where MYOB Document Manager is installed.

  3. Locate the KMConfig.xml file, right click on it and select Open With.

  4. Select Notepad and click Ok. The KMConfig.xml file opens in Notepad.

  5. On the third line <ShowCentralDocuments>Yes</ShowCentralDocuments> change the value from "Yes" to "No", then save and close the file.

    The KMConfig.xml file now displays <ShowCentralDocuments>No</ShowCentralDocuments> and the changes are saved.

  6. Close and re-open AE/AO and open a client to confirm you now see only one Document tab on the client.

This change also switches off the second mail merge option that was previously found under Documents in the Task Bar.