Share It feature

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

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The Share It feature enables you to add documents created by non-MYOB products to Document Manager. This includes output from Microsoft Office products such as Word, Excel and Outlook. This is done using the Share It button which is added to Microsoft Word, Excel and Outlook when Document Manager is installed.

The following procedure uses Microsoft Word, Excel and Outlook as examples. The same method applies to any document which was produced using an application which has the Share It button on its toolbar.

To add an existing Microsoft Office document to Document Manager

Open the document to be added (for example, an email in Outlook).
Make any changes necessary to the document and save it.
Click the Share It button on the toolbar. The Create Document Wizard for the type of document selected opens.
Enter information in both tabs of the Create Document Wizard. See Creating new documents.
Click Finish. A message stating that the File is successfully imported is displayed. The document is added to Document Manager. If you have enabled AE or AO Live, you will receive a message that says:
The document has been saved into Document Manager.
Do you also want to publish it to the client portal?
This message will only appear if the document status is Completed or Approved.
If you click No, the document won’t be published to the portal, but will be saved in Document Manager.

See Importing for the method used to add other types of documents to Document Manager (i.e., documents that were not produced using Microsoft Word, Excel or Outlook).
Click Yes to publish the document to the portal. Your document will be saved into Document Manager and the Publish to Client Portal Name portal page in MYOB AE Live/ MYOB AO Live opens where Client Portal Name is the name of the client portal that you are publishing documents to.

For more details, depending on how you will be sending documents to client, see:
Click OK.