Importing sent email to document manager doesn't work

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Experienced User CoreDesktop
19 Posts
Experienced User
Australia
CoreDesktop
Experienced User

19Posts

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2Solutions

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Importing sent email to document manager doesn't work

Hi there,

 

Our client sends an email, and the 'Do you want to import the email into MYOB Document Manager?' box appears.

 

She clicks 'Yes' and the 'Create email' box pops up.

 

She then selects 'NEW email not associated with a previous email' and after hitting OK, nothing happens.

 

Note that we have just updated them to AO 2016.1. Are there any suggestions we can try to resolve this?

 

Regards,

Simon

3 REPLIES
Valued Partner SB_Systems
81 Posts
Valued Partner
Australia
SB_Systems
Valued Partner

81Posts

49Kudos

12Solutions

Re: Importing sent email to document manager doesn't work

Hi @CoreDesktop,

 

You could try uninstalling the MYOB AO Workstation software then reinstalling it. This will reinstall the Document Manager clients and reactivate them in Microsoft Office.

 

The installation software is normally located at: \\<MYOB AO SERVER NAME>\MYOBAO\AOSQL\WorkstationInstall\Setup.exe

 

Let me know how you go.

Stewart Williams
Smart Business Systems
1300 798 717 | www.sbsystems.com.au

Please remember to give Kudos if someone has helped resolve your problem.
Experienced User CoreDesktop
19 Posts
Experienced User
Australia
CoreDesktop
Experienced User

19Posts

1Kudos

2Solutions

Accepted Solution Solved Solution

Re: Importing sent email to document manager doesn't work

Thanks for your reply Stewart. It appears the user had Outlook still open when we did the upgrade of the client. Reopening Outlook fixed this issue.
Valued Partner SB_Systems
81 Posts
Valued Partner
Australia
SB_Systems
Valued Partner

81Posts

49Kudos

12Solutions

Re: Importing sent email to document manager doesn't work

That will do it Smiley Happy

Stewart Williams
Smart Business Systems
1300 798 717 | www.sbsystems.com.au

Please remember to give Kudos if someone has helped resolve your problem.
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