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You can share a document you’ve previously sent or received with another client portal user, or someone who isn’t a user (known as contributors). For instance, you may want to share a financial statement with a client’s bank. UI Text Box |
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| 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. |
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expanded | true |
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title | To share a document |
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| 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 (that is if you see the Documents for all your clients) - In MYOB Practice, go to the client and click Documents in the top menu bar.
- Select the document you want to share and click Publish to Portal.
- In the Publish to portal window, make sure
- Signature required is unticked.
- Notify people is selected.
- Click Next.
- Click Add other contributors > Add contributor.
- In the search box, search for a name or add a new contact.
- After selecting the users or contributors you want to share the document with, click Done.
- Complete other fields if required and select Publish and notify.
The Share Document Name dialog appears. It shows who the document has already been shared with. - If you want to remove someone’s access, click the remove () icon.
- An 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.
- Any users and contributors that you have selected to share the document with will receive an notification by email.
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