Prompted to save to Document Manager when emailing from other software

Answer ID 37579   |    Published 07/12/2015 10:41 AM   |    Updated 30/05/2018 01:08 AM

MYOB has recently noticed that clients wishing to send emails from other applications such as BankLink Practice or AccountRight are being prompted to save to MYOB Document Manager (DM).  DM uses Microsoft Outlook and this is generally triggered by an Add-in feature that is active in Outlook.

In the past, some of these programs managed to send emails without Outlook activating this add-in, however it appears that since recent updates or changes within Outlook this may no longer be possible.

If you would prefer sending emails without being prompted to save to DM you can temporarily disable the DM add-in.  However, you will need to ensure that the add-in is re-enabled after, if this is not re-enabled it will cause issues with DM.

The following instructions will step you through these processes.

How to disable the Outlook Add-in

Perform the following instructions from within Microsoft Outlook:

  1. Click the File button.
    The drop down list appears.

    Note:  This is located at the top left corner of the application.

  2. Select Options.
    The Options window appears.

    Note:  This is located at the bottom right corner of the popup screen near the Exit button.

  3. Select Add-ins from the left hand side.
    The details of the Add-in appears in the right hand pane.

  4. Click Manage, select Com Add-In's and click Go.
    The COM Add-Ins window opens.

  5. Untick the MYOB Document Manager Outlook Add-in.
    The tick is removed from the Outlook Add-in.

  6. Click OK.
    The Document Manager Toolbar is now removed from Outlook.

 

How to re-enable the Outlook Add-in

Perform the following from within Microsoft Outlook:

  1. Click the File button.
    The drop down list appears.

    Note:  This is located at the top left corner of the application.

  2. Select Options.
    The Options window appears.

    Note:  This is located at the bottom right corner of the popup screen near the Exit button.

  3. Select Add-ins from the left hand side.
    The Add-ins detail appears in the right hand pane.

  4. Click Manage, select Com Add-In's and click Go.
    The COM Add-Ins window opens.

  5. Tick the MYOB Document Manager Outlook Add-in.
    The tick appears next to the Outlook Add-in.

  6. Click OK.
    The Document Manager Toolbar is now available in Outlook.


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