1. Go to the Documents tile
2. Click Upload new document
3. There are 3 ways you can upload a document:
   1. Drag in files from your computer: Drag and drop the files you want to upload.
   2. Click Upload files and select the file you want to upload.
   3. Select from the online documents: If you have already uploaded your documents into MYOB Practice, you can choose from the existing list. You can select single or multiple documents to upload.
4. Complete the details in the Profiles section.
   
   1. Pin to Permanent: If you want to pin the documents to a special Permanent documents group
   2. Client name: Already pre-filled with contact name and compliance you're in
   3. Year: the compliance year you're in
   4. Service: Select the service you want.
   5. Period: The period in the year
   6. Document type: This helps categorise the document by what type of work it's associated with.
   7. Note: Add any notes for your document.
5. Click Save.

To view the document details, click anywhere in the list other than the Name link.

This is a good way to merge and consolidate, for example, multiple travel expenses receipts into one PDF.

1. On the Documents page, select the checkbox to the left of one or more documents in the document list. Additional options appear above the list.
2. Click Create PDF.
3. If you selected:
   • one document, the PDF is created.
   • multiple documents, the Create PDF window appears:
     1. If you want each document that you selected to be an individual PDF, select Do not consolidate, save each document separately and click Continue. The PDFs are created.
     2. If you want to merge the documents into one PDF, select Consolidate documents into a single PDF file, complete the additional options and click Continue.
4. Refresh the Documents list to see the PDFs in the list.

1. On the Documents page, select the checkbox to the left of a document in the documentlist. Additional options appear above the list.
2. Click Publish to portal. The Publish to Secured Portal window appears.

3. Select whether a signature is required, whether you want to publish the document as a PDF, and whether you want to notify anyone.

   UI Text Box
   type note
   If you select Signature required, the Publish as PDF option is automatically selected and cannot be deselected. If a document doesn't need a signature, you can published it as a PDF or in its original file format.

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   You might want to deselect Publish as PDF, for example, if you'd like the person you're sharing the document with to be able to easily edit or copy values in the document.

4. Click Next or Publish if you're not notifying anyone.

5. Complete any details based on your previous selections and click Publish and create task.

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   type tip
   If you chose to require a signature, you can see the task in the document drawer. To open the drawer, click the document in the Documents list anywhere other than the Name link. You’ll see the documents listed on the Documents page in MYOB Practice. You can tell that a document's been shared to the portal if it's got a shared () icon in the list of documents, or by clicking a document in the list and looking in the document drawer. You can stop the document from being shared through the portal by removing the document from the Sharing section of the document drawer. See the section on deleting, above.