Document Manager

Client information, at your fingertips

MYOB Document Manager allows you to manage all your documents and communications – including faxes, phone calls, notes and emails – in one searchable, secure location.

•   Client information at your fingertips (WMV 3.7MB)  

View information the easy way

Now there’s no need to keep a paper or spreadsheet-based mail registry. Document Manager gives you full visibility over all your information and documents. You can quickly see ‘at a glance’ who has created a document, what date it was sent out and who’s responsible for the follow-up.

Capture and store email

With more practices conducting their business via email, it can be hard to track and control the information you send and receive. Document Manager treats emails as an integral component of your interaction with clients. It saves client emails in the system, allowing you to search and review any correspondence, fast.

•   Managing emails effectively (WMV 2.94MB)  

Remove workflow bottlenecks

Any document can be used to initiate or track a task. You can send document links and associated information to anyone in the practice to read, review and approve. Recipients can then forward the information or delegate a task. A document approval system is built into Document Manager, so sensitive documents don’t leave your practice without being signed off

•   Keep work moving faster (WMV 3.45MB)  

Keep practice standards high

Remove the need for paper files