After you’ve published a document to a client portal there are several places you can access the document from.
In Practice Compliance
This information only applies if you have MYOB Practice Compliance without MYOB AE/AO.
See Uploading and working with documents in Practice Compliance.
Document Manager
This information only applies if you have both MYOB Practice Compliance 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 Practice Compliance, 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 Practice Compliance will be removed, but the digitally signed document will remain in Practice Compliance. If you want to delete it from Practice Compliance, delete the document in any associated task and then delete the document in Practice Compliance.
Client > Documents tab
This information only applies if you have both MYOB Practice Compliance 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:
Go to the Documents page in Practice Compliance.
Click the Action button for the document and choose Download. The document is downloaded in PDF format
Add the document to the client’s Documents tab in MYOB AE/AO.