Documents

The Documents tab of Job Management window allows job specifications, contracts, drawings, spreadsheets, project files and so on to be stored against a job/debtor. See the MYOB Exo Business online Help for instructions on using the Document Manager.

The Documents tab toolbar offers a selection of buttons for creating, importing and exporting documents:

Button	Function
Document Manager	Opens a search screen that allows searching of all documents in the database.
Create Letter	Creates a letter (in RTF format) and pre-populates this with the customer address etc. On saving, you are prompted to store it in database.
Delete Document	Deletes the document row currently highlighted in the grid.
Merge Document	Requests a template file for a mail merge and allows creation of a mail merged output file.
Export File	Exports the currently highlighted document file (that is stored in the database) to be exported to a standalone file on disk.
Import File	Imports a standalone file into the database and creates a document manager entry.

When importing or creating a file for inclusion in the Document Manager, a window opens for the user to enter filing reference information. It also allows the entry to be a filing link to a document held separately on disk or to copy the document content into the database itself.

Saving as a link will use minimal additional disk space but saving into the database may make retrieval on a WAN easier.