Once your practice is using Nimbus Profiler, there will be changes to how AE Document Manager (DM) works. We have simplified functionality on AE/AO DM given Nimbus Document Manager provides similar functionality in the cloud.

Things you can still do with MYOB AE/AO DM

All documents you created prior to using Nimbus Profiler will still be stored in AE/AO DM. To access documents in AE/AO Document Manager follow this step

1. From Top Tool bar select Nimbus, then Find AE/AO Documents,

2. Or from the Documents page - under each client, contact, employee, supplier, and assignment.
   As seen here:

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3. Things you can still do in Find AE/AO Documents/Documents page or Documents page:

   • View historical versions of the existing file and export them

   • View audit trail of a document

   • Check a document property

   • Print

   • Export documents

   • Export to Excel

   • View file note and print file note

Things you can no longer do with MYOB AE/AO DM

1. Access DM from the top menu bar. The Document Manager module name will be updated to Nimbus. When you click on the module icon below, it will open Nimbus directly.

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2. Create new documents

3. Import documents

4. Modify a document

5. Modify the document status

6. Also, you will no longer have access to the following Document Manager pages:

   • Analyse Documents

   • Administration

   • Mail Centre

   • My Checked Out Documents

   • My Documents

   • Intranet

   • Templates. Existing documents and email templates will continue to work across AE/AO. New templates must be created using Nimbus Templates. Learn more.