Sending documents from AE or AO by publishing to portal

1. In MYOB AE/AO, select a document you want to publish to the client portal. If the file you want to publish:

   • was added to MYOB AE/AO Document Manager: You can publish a document from Document Manager if its status is Completed or Approved.

   • is in the client document folder in MYOB AE/AO: If you use MYOB AE/AO but don't have Document Manager, you can publish documents that are accessible from the Documents tab of the client record.

2. Click Publish to Portal.
   If you’ve already created your client portal, the Publish to... page appears.
   If you haven’t created a portal for your client, you’ll be prompted to either:

   • create a portal for your client. You’ll be directed to the Create Portal page to create your client portals.

   • add the client to an existing portal. Select the relevant portal and click Add.

3. In the Publish to … Portal page, you can tag (classify) each document into an appropriate category. Tagging documents makes it easier for you to find them later.

4. Select the appropriate year that the document relates to from the drop-down.

5. You can reorder the document list if you want. Click  in front of the document you wish to reorder and drag it to the position where you want it.

6. Select your notification preference for these documents:
   

   1. If you don’t want to notify the portal users via email about the document you’re publishing, select Don’t notify anyone, and then click Publish.

   2. If you do want to email portal users to notify them that you’ve sent them a document:

      1. Select the Notify people option and click Next.

      2. Select the users who you want to notify. You need to select at least one full-access user.

      3. If someone who needs to review and give their approval isn’t already a contributor, you can add them by clicking + Add other contributors.

      4. If someone else usually deals with this client, you can choose to show them as the sender of the email. Click the x next to your name in the Send as section, and then click + Add sender to choose the name that should appear on the email.

      5. Enter the subject of the email.

      6. Enter the email message.

7. Click Publish and notify.

If you use MYOB AO/AE you can also use the Share It feature to publish a document to a client portal. You’ll find it:

• on the toolbar of any print preview window of MYOB Tax, Corporate Compliance and Statutory Reporter

• in the Microsoft Word, Excel and Outlook ribbon

• In Windows Explorer (right-click a file and choose Send to > MYOB Share It).

Disable Share It auto prompts

When using Share It, you may not want to be constantly prompted with the following message to publish your Document Manager files:

The document has been saved into Document Manager.
Do you also want to publish it to the client portal?

You can disable Share It auto prompts if you don't want to be asked to share a document each time you add one to MYOB AE/AO.

To disable this default prompt, you'll need to add/edit a configuration key in MYOB AE/AO.

To disable the prompts

1. Log into your desktop MYOB AE/AO.

2. Select Maintenance > Maintenance Map > User defined > Configuration. The Maintenance - Configuration page displays.

3. Enter the following information in the first blank row at the top of the table:

   • Key Name: HidePortalShareItPrompt

   • Key Value: 1

   • Comment: Disable auto prompts to publish to the portal

4. Press Enter.

5. Click OK. Your changes are saved and the Maintenance - Configuration page closes.

6. Restart MYOB AE/AO.

See Sharing a document to a portal.