Importing and Exporting Documents
Debtor/Creditor Account > Documents
Tab > and
Importing a Document
To import a document:
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From the Documents tab inside the record, either:
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Click the Import button
, select the appropriate document / file and click Open, or
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Drag and drop a document file onto the Documents tab.
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You will see the following window:
To reduce the size of the database, MYOB recommends keeping this file as a link only.
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Click OK and the Document Manager window opens, prompting for details on the recently imported document.
If you choose to import this document as a link, this is labelled in the Document Manager window:
Exporting a Document
To export a document:
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From the Documents tab inside the Master Account, click the Export button
.
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Select the destination directory for this document and click Save. A window will open confirming the successful export, click OK to complete the process.