Sharing a document

https://help.myob.com/wiki/x/YBqEAQ

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You're able to share a sent or received document in your Documents page to another user who isn't currently part of the client portal. For instance, you may wish to share a client's financial statement with their bank. You're able to use the Share with contributor option to allow the bank access to the client's approved financial statement.

Only the selected document is shared with a contributor. Any tasks that are linked to the document are not shared with any contributors.

See Example 4 in About your client portals for an understanding of why you might wish to include a contributor.

Instructions

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.
Click Documents on the left.
All your Sent documents are displayed.
Select the document to be shared with a contributor from either your Sent or Received documents.
Click the Action button associated with the selected document and select Share with contributor.