1. Access MYOB Portal.

   You can access MYOB Portal in 2 ways:

   - directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have AO). Bookmark the page for easy access in the future.
   or
   - clicking  on the toolbar of your desktop version of MYOB AE or MYOB AO.

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 portal details.
         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.
   
   As you're just sending documents to your client, ignore the Signature required column for now. For more info on this, see getting your client's digital approval on documents.
4. Click Publish.
   A message is displayed across the top of the page letting you know that the documents have been successfully published.
   In the portal:

• • The documents will be listed on the Documents > Sent page of your portal.
  • The documents will be listed on the Documents > Received page of your client's portal.

  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.