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What can I do with documents within MYOB Practice?
Upload and download
With documents stored online while you're visiting client sites, you no longer need to carry around USB storage devices! No more fiddling around with VPNs to connect to your practice server! And if you forgot to upload a document before visiting a client, you can always ask someone at your practice to upload it for you, so you can access it while you're with the client.
- Upload your PDF, Word, Excel, Outlook and image documents that are saved to your computer easily with drag-and-drop.
- Download multiple documents at once into a compressed zip folder.
- Retrieve previous versions of the document using version control.
Find and organise
- Profile the documents by client, year, service and period, to organise and quickly find the right documents for different work.
This can be useful, for example, for applying documents like the depreciation or capital gains workpaper to multiple clients, so that the documents are available when working on any of those clients.
You can also use profiles to organise documents into groups in a way that replicates how you organise the documents in your desktop's folder structure. - Pin the documents to a permanent group, to keep the ones you need most frequently handy.
- Preview documents in full or just as a quick sample. This can be especially useful on the move, if you're on a slow mobile connection.
- Search for the document by name. Search all documents, or search within a portal-only view. With these handy search features, you'll quickly and easily find what you're looking for.
Share documents through the portal
- Publish documents to the client portal, either silently or with an email notification.
Publish to request a digital signature or just to share it with clients.
Likewise, your clients can share documents with you by uploading to the portal too. - View all documents published to the client portal. Quickly find what you're looking for with a special portal search field.
Stay secure
- Secure your documents using MYOB Practice restrictions.
Ensure only the right people can see the documents! - Virus scan each document automatically while uploading.
Protect your practice and your client's business.
What's next...
Administrator setup
Admins, see Setting up documents profiling within MYOB Practice to give your users a smooth experience.