In Practice Online you can see all documents that your practice has shared with clients, and the documents your clients have sent to the practice.

Documents can be published:

• using Practice Online: See Creating a general task
• using MYOB AO/AE: See Send documents from MYOB AE/AO

Track documents sent and received

You can view a list of all published and received files by clicking the Documents option in the side navigation.

If you want to:

• View a document: Click on a document name to view it, or click the Action button associated with a document and select Preview.
• Download a document: Click the Action button associated with a document and select Download. The document can then be saved and/or opened in your PDF viewer.
• Filter your documents: Click Filter, then select to filter by document tag, client, person who uploaded the document.
• View the any associated task: If a document is associated with a task, you'll be able to view the details of a task from the Documents page. Simply click the Action button associated with the document and select View task. Or you can click the task icon associated with the document.
• Delete a document: Click the Action button associated with a document and select Delete Document. See Delete a document for more information.
• Share a document: To share a document with a contributor, click the Action button associated with a document and select Share with contributor. See Share a document for more info.

Here’s a guide to the icons you’ll see in the Documents page:  

Associated icons

Icons before the document name
	identifies the document as a PDF
	identifies the document as an image file
	identifies the document as a text file
Icons before the Action button
	a completed task is associated with the document
	an outstanding task is associated with the document
	this document has been shared with a contributor
no icon	the document has no associated tasks