Accessing the Document Manager

There are three ways of accessing the Document Manager to create and manage your documents:

Select Document Manager from the Utilities menu.
On the Documents tab of a record, click the button.

Both of the methods will open the Document Manager window:

Entering a query into the search key will search for all documents regardless of the Creditor or Debtor. Double Click on any one of these documents to edit it in the document manager window.

Click New to create a new document using the Document Manager.

Grid Field definitions

The grid has a header for each column, these are detailed in the table below:

Field	Description
Seqno	A unique identifier for records in tables.
Savedate	The date of the last edit that require a save.
Docdate	The date the document was attached to the account.
Module	The module of MYOB Exo Business. This will default to the ledger that you are currently in (Debtors or Creditors).
Refcode	Any internal reference text for the document.
Doccode	Any internal document code for the document.
Description	A description of the document.