1. Go to MYOB AE or MYOB AO or your desktop.

2. Select one or more documents to publish to your client's portal. See Selecting documents to send to your portal for more info.
   1. If you've already created your client portal, then the Publish to Client Portal Name portal page displays in your browser. 
   2. If you haven't created a portal for your client, you'll be prompted to select whether to:
      1. create one for your client. If you select this option, you'll be directed to the Create Portal page to create your client portal.
         or
      2. add them 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 and click Add. After confirming the addition to the selected portal, you can edit your client portal.
         The client you've just added will be identified with a symbol. 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.
3. 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.

      Selecting a Tag for your document is optional.

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

      You must select a Year option.

   3. order your documents in the list, as required.
      Click in 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.
   4. select the document(s) which require a signature from your client(s) in the Signature required column.
      You can do this by selecting the checkbox in the Signature required column for a document. A tick Is displayed in the checkbox when it is selected.
      More options will then be displayed in the Create task section on the page.
4. Select the clients who you require to digitally approve the document(s).
   Only those clients who are part of the collaborative portal are listed for selection.
   You'll be able to choose from:

   1. full access users, who are listed in the Request signature from section, and

      At least one full access user must be selected when creating a task for your client(s) to digitally approve documents.

   2. contributors.
      Click Add other contributors to list all existing contributors of the client portal.
      Click + Create new user to create a new contributor. See Creating new users for more info.

      If you include contributors, they'll also be required to digitally approve / reject the document(s) for this task only.

5. Enter a Task name for the email notification.
   This forms the subject of the email that will be sent to your clients.
   This field is mandatory. If you'd like to change the default title, delete the existing text and enter your own.
   Enter a title that is informative for both you and your client.

6. Enter a Description.
   This forms the body of your email to your clients giving them more details about the documents you've published to their portal and what actions you require them to do regarding the documents.
   This field is optional.
   The Description text box contains a simple rich text editor enabling you to format the email message to your clients. For example, you're able to enter a new line of text, bold text and retain all the formatting.
7. Enter or select the Due date for the task to be completed.
   Enter a date in dd/mm/yyyy format or click the calendar icon to select a due date when your client must complete the approval of the document(s).
   This is a mandatory field.
8. Click Publish.
   A message is displayed across the top of the page letting you know that the documents have been successfully published. The clients selected for this task to approve documents, will receive the email.
   In the portal:

• • The documents will be listed on the Documents > Sent page of your portal.
  • A task will be created and listed on your portal's Tasks > Open tasks page.
    If you have published a number of documents and requested a signature on more than one document, only one task will be created and associated with the documents. You can see all the documents you have published listed on the Tasks details page in the order that you published them.
  • The documents will be listed on the Documents > Received page of your client's portal.
  • A task will be created and listed on the Tasks > Open tasks page of your client's portal.
    If you have published a number of documents, only one task will be created and associated with the documents. Your clients can sell all the documents you have published for them, listed on the Tasks details page in the order that you published them.

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

• • Once the current latest of the document has been published to the portal, an  icon is placed next to the document on your Client > Documents tab and the Versioning page of Document Manager.
  • An  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 portal.

If you don't have Document Manager and you're publishing documents from your Client > Documents tab, there is no visual indicator to let you know which documents you've published to the portal. 

Your clients will:

• receive one email notifying them that you've shared documents with them on your collaborative portal which require their digital approval.

At your end:

•  If only one client user has been assigned to digitally approve documents, you'll be notified by email when they have either approved or rejected the documents.
• If you've assigned a number of client users to digitally approve documents, you'll be notified by email when all the client users have approved the documents and if any one of your client users rejects a document.
  If there are multiple documents associated with an approval task, then all the documents must be approved by all your assigned client users for the document to be consider approved and the task complete. If one of the documents is rejected by a client user, then the whole approval task is rejected. You'll then have to make changes to the documents and resend them to your client for approval and create another task.
• When your clients approve the documents within a task, then the documents will be digitally signed.
• After a client user(s) approve the documents within a task, you'll receive an email. You can then view the task and mark it as complete. The task is moved from the Tasks > Open tasks page to the Tasks > Completed tasks page of your portal.
• Once documents have been approved by your clients, see What happens to my documents? for more info.
• All actions will be listed in the Activity section of the Tasks details page of the particular task. See Task details for more info.
• The portal will let you know when the digital signatures for the documents are ready for you to view and access.

It's easy to track the status of an approval task, i.e., a task that involves the digital signature of documents. Simply click the task listed on Tasks > Open tasks to access the Tasks details page.

The Signees section lists all the clients who you've assigned to approve the documents and the status of the document approval is listed to the right of each client's name. At a glance, you can see the status of the document approval - approved, rejected or pending (waiting for your client to action).

If one of your client's hasn't actioned the task, you can send them a reminder to prompt them to approve the documents.

See Task details for more info.