The Documents page displays a list of all the documents that have been published to the portal in either the Sent or Received tabs. Check out the video for an overview of the features available on the Dcouments page. | HTML |
|---|
<p> </p><iframe width="560" height="315" src="https://www.youtube.com/v/wuVqaH2mPr4?version=3&start=273&end=389&autoplay=0&hl=en_US&rel=0" frameborder="0" allowfullscreen=""></iframe> |
| UI Expand |
|---|
| title | Click Documents to ... |
|---|
| | View a document | Click on a document in the displayed list to view it.
or
Click the Action button associated with a document and select Preview. | | View documents received from your clients | Click Received on your Documents page to view a list of all documents that you've received from your client. | | View documents sent to your clients | Click Sent on your Documents page to view a list of all the documents that you've sent to your client. | | Download a document | Click the Action button associated with a document and select Download. The document can then be saved and/or opened in your PDF viewer. | | Filter your documents | Click Filter, then select to filter by:- the document tag, or
- the client who has been assigned the document, or
- the person who uploaded the document
for either your Sent or Received documents. Click Apply. To remove the filter, click the Filter button and then Reset. Or click Reset filters on the message displayed across the top of the page indicating that you've filtered your document list. | | View the any associated task | If a document is associated with a task, you'll be able to view the details of a task.
Simply click the Action button associated with the document and select View task.
or
Click the task icon associated with the document. The task icon is just before the Action button. | | Delete a document | Click the Action button associated with a document and select Delete Document.
See Deleting a document for more info. | | Share a document | To share a document with a contributor, click the Action button associated with a document and select Share with contributor.
See Sharing a document for more info. |
|
| UI Expand |
|---|
| | Icons before the document name |  Image Removed | identifies the document as a PDF |  Image Removed | identifies the document as an image file |  Image Removed | identifies the document as a text file | | Icons before the Action button |  Image Removed | a completed task is associated with the document |  Image Removed | an outstanding task is associated with the document |  Image Removed | this document has been shared with a contributor | | no icon | the document has no associated tasks |
|
To publish documents to your portal, see What can I do in my portal?Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal. You can track the status of tasks in MYOB Practice.  Image Added
1. You create a task for your client |  Image Added
2. Your client receives an email notification |  Image Added
3. The client adds the requested information to the task from their portal | Image Added 4. You’re notified that the task is done |  Image Added
5. You mark the task complete, or request additional information |
Creating a task- To send your clients a question, notification or document, go to the Tasks page in MYOB Practice and create a general task for them. You can also create general tasks from the Transaction processing page. See Create a general task.
- If you use MYOB AE/AO, when you publish a document that requires approval (a digital signature) using your AE/AO, an approval task will be created automatically for you. You can track the document approval status and mark the task as complete when everyone has signed the document.
See Send documents for digital approval. - Some tasks may be created as part of the tax compliance workflow. For example, when you're sending a tax notice (NZ) or tax return (AU | NZ) to your clients.
Keeping track of tasksThe Tasks page displays a list of all the general and approval tasks that have been created for your clients. Task countsThe Tasks page shows you how many tasks are open and completed, based on the filters that have been applied on the page (e.g. User or Status). If you’re viewing tasks for a client selected in the client sidebar, the count will show how many tasks are currently open and completed just for them. Filtering and sorting tasksFilter and sort tasks to help find a task or review what’s outstanding. You can sort and filter task by: - status
- due date
- accountant/partner/manager
- client
- portal user (if there’s more than one).
| 
Yes
No
Thanks for your feedback.