When you share a document with a contributor, they can only see that document. Any tasks linked to the document aren’t shared with contributors.

You can share a document only when you're in the single client view. You'll not see Publish to Portal in All clients view.

1. In MYOB Practice Online, go to the client and click Documents in the top menu bar.
2. Find Select the document you want to share and click Publish to Portal.
3. Click the document’s Action button and select Share with contributor.
   The Share Document Name dialog appears. It shows who the document has already been shared with.
4. If the user or contributor you want to share the document with is listed, click the checkbox next to their name.
   If you want to remove someone’s access, deselect the checkbox next to their name.
5. To share the document with a contributor who isn’t listed, click + Add contributor.
   1. If the contributor is already set up, type their name and you can select them user from the list that appears
   2. If a contributor hasn’t already been set up for the portal, click + Add new below the Add contributor field and enter their details.
6. After selecting the users or contributors you want to share the document with, click Done.
   An _{Image Removed} icon will be displayed next to the selected document if it has been shared with one or more contributors. You can click the icon at any time to see who a document has been shared with. If no contributors were selected, the icon isn’t displayed.
7. In the Publish to portal window, make sure:
   
   1. Signature required is deselected.
   2. Notify people is selected.
8. Click Next.
9. Click Add other contributors > Add contributor.
10. In the search box:
    • search for and select a name
    • if the user isn't already in the list, click Add new and complete the details.

11. Enter a subject and message, and click Publish and notify.
    Any users and contributors that you have selected to share the document with will receive

    an

    a notification by email.

    ui-

1. text-box

• In Practice Online, click Documents in the top menu bar.

• Select the document that needs to be unshared from either your Sent or Received documents.
• Click the Action button associated with the selected document and select Share with contributor.
  The Share Document Name dialog displays, where Document Name is the name of the selected document. The Share Document Name dialog lists all full access users and contributors who currently have access to the portal. If there is a tick in the checkbox associated with the client, this means that they have access to this document.
• Remove contributors who you don't want to share the document with anymore, by deselecting the checkbox next to their names.
• Click Done.

1. type tip

   See also the help about unsharing a document.