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Workflow

Details

1

Other workflows from within AE/AO

E.g. you are in PDF Manager and click on Save with
(Other than for Tax Returns printed to PDF Manager - which is supported)

2

Other workflows - outside of AE/AO

E.g. you are in Excel / Word / Outlook / File Explorer, and use the existing add-in to Share It.

The Nimbus Addin’s Addins can be installed for use in Excel / Word / Outlook - Add-ins Installation

3

Files saved locally

You are in Windows Explorer and right click on a file, click on Send to then MYOB Share It

image-20241210-014627.png

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