You can publish documents to your client portals if you have documents saved on your PC or in MYOB AE/AO.
When your client signs in to their portal, they can view, download and digitally sign the documents you’ve published.
Supported file formats in the portal
Only the following file formats can be published to a portal:
.aba,
.bmp,
.cgm, .cmx, .csv,
.dicom, .djvu, .dng, .doc, .docm, .docx, .dot, .dotm, .dotx,
.emf, .eml, .epub, .eps,
.gif,
.html,
.jpeg, .jpg, .jp2,
.mht, .mhtml, .mobi, mpp, mpt, mpx, .msg, .myo,
.odg, .odp, .ods, .odt, .one, .onetoc2, .otp, .ott,
.pcl, .pdf, .png, .potm, .potx, .pps, .ppsm, .ppsx, .ppt, .pptm, .pptx, .ps, .psd,
.qif,
.rtf,
.svg,
.tex, .tiff, .tsv, .txt,
.vdw, .vdx, vsd, .vsdm, .vsdx, .vssm, .vss, .vssx, .vst, .vstm, .vstx, .vsx, .vtx,
.webp, .wmf,
.xls, .xlsb, .xlsx, .xml, .xps, .xslfo,
.zip.
All non-PDF documents will be saved as PDF files in the client portals. This allows any document you publish to be digitally signed if you want.
Also, if a document has security restrictions, such as a password, you won’t be able to publish it to the portal. You’ll see an error alerting you to the fact that the document type is not a supported file type.
File size
The maximum file size for a single document is 100 MB. If you publish multiple documents in one go, ensure that each document is not greater than 100 MB.
Version control
At this stage, documents that are published to the portal are not under any version control. So if you publish the same file multiple times, a separate copy is saved in the client’s portal each time.