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Access documents published to the portal

After you’ve published a document to a client portal there are several places you can access the document from.

In MYOB Practice

This information only applies if you have MYOB Practice without MYOB AE/AO.

See Uploading and working with documents within MYOB Practice.

Document Manager

This information only applies if you have both MYOB Practice and MYOB AE/AO with Document Manager.

If you have Document Manager, you’ll see an icon next to the documents you have published in the Clients > Documents tab and in the Versioning page of Document Manager.

You can also access digitally signed documents from Document Manager. While the signed document is saved in MYOB Practice, you can click a  link in Document Manager that will open the signed file for you.

If you delete a signed document from Document Manager, the link to the online document stored in MYOB Practice will be removed, but the digitally signed document will remain in MYOB Practice. If you want to delete it from MYOB Practice, delete the document in any associated task and then delete the document from MYOB Practice.

Client > Documents tab

This information only applies if you have both MYOB Practice and MYOB AE/AO without Document Manager.

If you don’t have Document Manager, and you’re publishing documents from the Clients > Documents tab in MYOB AE/AO, there’s no visual indicator to let you know which documents you have published to the portal.

If you want to store a copy of a digitally signed document in your desktop software, you need to download it from MYOB Practice:

  1. Go to the Documents page in MYOB Practice.

  2. Click the Action button for the document and choose Download. The document is downloaded in PDF format

  3. Add the document to the client’s Documents tab in MYOB AE/AO.