Selecting documents to publish
Sending docs to your client with notification
Sending docs to your client for digital approval
What happens to my documents?
Send documents from Practice Online
Documents
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| | This section is only relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice. |
You can Easily send documents to a client by publishing them to the client’s portal, straight from MYOB AO/AE. Your from your desktop to the cloud so that your client can view , download, and print the documents.If you want to send a document that requires a digital signature, see Send documents to your client for digital approvaland download or print them. For instance, send your client their financial statements, invoices and tax returns so that you don't have to post them. Your clients will receive the documents immediately and in turn, it saves you time and resources. | UI Text Box |
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| All clients that have been included as part of a portal will be able to view documents that you publish to that portal.
Any contributors will only see the documents that you allow them to. |
You can choose to simply publish documents to the portal without notifying your client. Clients | UI Expand |
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| title | To publish a document |
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| In MYOB AO/AE, select a document you want to publish to the client portal.
There are several ways you can do this - see Selecting documents to publish for details.
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 be prompted to either:create a portal for your client. You’ll | Go to MYOB AE or MYOB AO on your desktop. Select one or more documents to publish to your client's portal. | UI Expand |
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| title | I've already created the client portal |
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| | The Publish to Client Portal Name portal page displays in your browser. |
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| title | I haven't created a portal for this client |
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| You'll be prompted to select whether to: - create one for your client. If you select this option, you'll be directed to the Create Portal page to create your client portals.
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add the client or
- add them to an existing portal. |
Select the relevant portal If you select this option, you'll then be prompted to select the portal to which you wish to add your client to and click Add. |
In Publish to … Portal pageaddition to the selected portal, you can |
tag (classify) each document into an appropriate category. Tagging documents makes it easier for you to find them later.
- Select the appropriate year that the document relates to from the drop-down.
- You can reorder the document list if you want.
edit your client portal. The client you've just added will be identified with  Image Added. 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, select the appropriate Tag and Year from the drop-down options.
Selecting the tags for your document is like filing it in a specific folder making it easier for you to search for it later. - Order your documents in the list as required.
Click  in front of the document you wish to reorder and drag it to the position in the list where you want it to be positioned.
If you want to email portal users to notify them that you’ve sent them a document: - Click the Send an email notification link.
- Select the users who you want to notify. You need to select at least one full-access user.
- If someone who needs to review and give their approval isn’t already a contributor, you can add them by clicking + Add other contributors.
- Enter the subject of the email.
Enter the email message.
- Click Publish.
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Here’s where you and your clients can access the published documents: An email will be sent to each user you’ve published a document for, notifying them that you have shared documents with them. When they sign in to their portal, they’ll see the documents you’ve shared in the Documents > Received page of their portal.You’ll see the documents listed in the Documents > Sent page in Practice Online.In MYOB AO/AE, if you have Document Manager, you’ll see an icon next to the documents you have published in the - As you're just sending documents to your client, ignore the Signature required column for now. This is required when getting your client's digital approval on documents.
Click Publish.
A message displays across the top of the page letting you know that the documents have been successfully published. | UI Expand |
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| The documents will be listed on MYOB Practice Online's Documents > Sent page. The documents will be listed on the Documents > Received page of your client's portal. |
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| title | On your desktop MYOB AE or MYOB AO, if you have Document Manager |
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| Once the current latest version of the document has been published to the portal, an  Image Added icon is placed next to the document on your Client > Documents tab and the Versioning page of Document Manager. |
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A  Image Removed icon appears if An Image Added icon is placed next to a document on the Client > Documents tab, where an earlier version of the same document has been published to the |
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client If you don’t have Document Manager, and you’re | UI Expand |
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| title | On your desktop MYOB AE or MYOB AO, if you don't have Document Manager |
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| And you're publishing documents from your |
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Clients there is there's no visual indicator to let you know which documents you have published to the portal. |
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| Your client won't be notified that the documents have been published to their portal. |
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