Easily send documents from your desktop to the cloud so that your client can view and download or print them. For instance, send your client their financial statements, invoices and tax returns.

You can choose to simply publish documents to the portal without notifying your client.

If you want to send a document that requires a digital signature, see Send documents for digital approval.

1. In MYOB AE/AO, select a document you want to publish to the client portal. If the file you want to publish:

   • was added to MYOB AE/AO Document Manager: You can publish a document from Document Manager if its status is Completed or Approved.

   • is in the client document folder in MYOB AE/AO: If you use MYOB AE/AO but don't have Document Manager, you can publish documents that are accessible from the Documents tab of the client record.

2. Click Publish to Portal.
   If you’ve already created your client portal, the Publish to... page appears.
   If you haven’t created a portal for your client,
you'll
3. you’ll be prompted to
select whether to
4. either:
   • create
one
5. • a portal for your client.
If you select this option, you'll
6. • You’ll be directed to the Create Portal page to create your client
portal
7. • portals.
or
8. • add
them
9. • the client to an existing portal.
If you select this option, you'll then be prompted to select the portal to which you wish to add your client to
10. • Select the relevant portal and click Add.
After confirming
12. In the
addition to the selected portal
13. Publish to … Portal page, you can
edit your portal details.
The client you've just added will be identified with a Image Removedsymbol. All the existing full access users of the client portal will be able to see the new client's documents.The Publish to Client Portal Name portal page displays where Client Portal Name is the name of the client portal that you're publishing the document to. The client name is listed directly below the page heading. The documents you selected to publish from your desktop are listed within a table.For each document:

1. classify it into an appropriate category in the Tag column.
   Select the appropriate tag from the drop-down. Selecting a tag for your document is like filing it in a specific folder, making it easier for you to search for it later.

   UI Text Box
   type tip
   Selecting a Tag for your document is optional.

2. select the appropriate Year option for your document from the drop-down.

   UI Text Box
   type tip
   You must select a Year option.

3. order your documents in the list, as required.
   Click Image Removedin front of the document you wish to change in the listed order and drag it to the position in the list where you want it to be positioned.
As you're just sending documents to your client, ignore the Signature required column for now. For more info, see getting your client's digital approval on documents.
14. Click Publish.
    A message is displayed across the top of the page letting you know that the documents have been successfully published.
    In the portal:

• • The documents will be listed on the Documents > Sent page of your portal.
  • The documents will be listed on the Documents > Received page of your client's portal.

  On your desktop MYOB AE or MYOB AO, if you have Document Manager:

Image Removed

1. tag (classify) each document into an appropriate category. Tagging documents makes it easier for you to find them later.
2. Select the appropriate year that the document relates to from the drop-down.
3. You can reorder the document list if you want. Click _{Image Added} in front of the document you wish to reorder and drag it to the position where you want it.
4. Select your notification preference for these documents:
   
   1. If you don’t want to notify the portal users via email about the document you’re publishing, select Don’t notify anyone, and then click Publish.
   2. If you do want to email portal users to notify them that you’ve sent them a document:
      

      1. Select the Notify people option and click Next.

      2. Select the users who you want to notify. You need to select at least one full-access user.

      3. If someone who needs to review and give their approval isn’t already a contributor, you can add them by clicking + Add other contributors.

      4. If someone else usually deals with this client, you can choose to show them as the sender of the email. Click the x next to your name in the Send as section, and then click + Add sender to choose the name that should appear on the email.

      5. Enter the subject of the email.

      6. Enter the email message.

5. Click Publish and notify.

If you use MYOB AO/AE you can also use the Share It feature to publish a document to a client portal. You’ll find it:

• on the toolbar of any print preview window of MYOB Tax, Corporate Compliance and Statutory Reporter

• in the Microsoft Word, Excel and Outlook ribbon

• In Windows Explorer (right-click a file and choose Send to > MYOB Share It).

Disable Share It auto prompts

When using Share It, you may not want to be constantly prompted with the following message to publish your Document Manager files:

The document has been saved into Document Manager.
Do you also want to publish it to the client portal?

You can disable Share It auto prompts if you don't want to be asked to share a document each time you add one to MYOB AE/AO.

To disable this default prompt, you'll need to add/edit a configuration key in MYOB AE/AO.

See Sharing a document to a portal.