Importing and Exporting Documents

Debtor/Creditor Account > Documents Tab > and

Importing a Document

To import a document:

1. From the Documents tab inside the record, either:

   • Click the Import button , select the appropriate document / file and click Open, or

   • Drag and drop a document file onto the Documents tab.

2. You will see the following window:

   

   To reduce the size of the database, MYOB recommends keeping this file as a link only.

3. 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:

1. From the Documents tab inside the Master Account, click the Export button .

2. Select the destination directory for this document and click Save.  A window will open confirming the successful export, click OK to complete the process.

Related Topics

Managing / Creating Documents

Document Manager Overview

Create a Merge Letter