Hi when I send a client his tax return on the Portal, I generally put a LOT of information in the message, you know, the arse-covering stuff I have to put in the letters nowadays to keep the accounting bodies and TPB happy. I want to retain this in my document manager, but I cannot figure out how to do so. Does anyone have any clues?????
Hi Brendan1968
The information you add to the description field, when you publish a document for signature is retained in the Portal task. The task information can be reviewed at any time.
If you wish to store this information in Document Manager (DM) you would need to manually copy it from the Portal via Ctrl C and then create a filenote in DM and paste Ctrl V in the information.
Document Manager users also get a link created under their client in DM which will open the signed portal document.
Once the task has been approved and lodged (if required), site usually mark the Task Completed. The Open task screen then only shows task that sites need to chase.
Definitely agree that this would be a useful function, but I dare say it won't be implemented given that MYOB will eventually move everything to a cloud-based solution, so we'll be able to see everything in the one spot then.
