<span data-swiftype-index="true">

The Publish to Portal option enables you to use MYOB AE/AO Live to publish documents to the cloud.

Find out more about MYOB Portal.

Documents can now be published to a collaboration portal so that your clients can either digitally approve them or simply view and store the documents for their records.

You are able to publish documents that are:

• part of Document Manager with a status of Completed or Approved

• , or
• attached to your client and part of their Client > Documents tab

• to your collaborative portal.

If you select to publish a document that it not in PDF format, then the file will be converted to PDF before it is copied to the portal. This is so that any documents you publish can, potentially, be digitally signed. The following file formats are currently supported and will be converted to PDF when you publish a document to your portal:

• Microsoft Office formats — doc, docx, ppt, pptx, rtf, xls, xlsx

• Graphic formats — bmp, gif, jpg, jpeg, png

• Others — htm, html, msg, tif, txt, xml.

At this stage, documents that are published to the portal are not under any version control. You’re able to publish the same file from the desktop to the portal multiple times and a separate copy is produced each time.

Whatever task associations or changes are made to the document in the portal, they are not relayed back to your desktop. If you would like to make the changes available for MYOB AE/AO on your desktop, then you will have to download the file from MYOB AE/AO Live and import the document.

Related topics

Selecting documents to publish to your portal

Sending documents to your client

Sending documents to your client with notification

Getting your client’s digital approval on a document

What happens to my documents?

</span>