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You can send a document to a client for viewing in their portal, straight from MYOB Practice Online, by creating a task.

When you create a task, you can attach documents and add some instructions for the client. The client will be notified immediately by email that you have shared something with them, and they’ll sign in their portal to view the document you published.

For instructions on how to:

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Select a document to publish

Send documents from MYOB AE/AO

Send documents for digital approval

Access published documents

Documents

Tasks

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