Practice dashboard - Document Manager
Should I be able to request digital signatures on documents sent to my clients from with my partner dashboard? This was my understanding after watching & rewatching the online learning, and seeing a live demonstration at MYOB head office in Brisbane last month.
I have spent hours and hours over the last 6 weeks contacting support to have my dashboard function, and today I've been told that signatures are not available unless we have document manager. Isn't document manager part of the practice dashboard?
The information online shows that digital signature request is a feature available without AE/AO.
If someone can please help clarify this, that would be great. Support have only just added the 'upload document' button and 'document profiles' to my dashboard practice default, after I had to troubleshoot & tell them what I could identify was missing, so I am unsure what to believe.
Attached is a screenshot from myob's website confirming that signatures are available via the dashboard without AE/AO.
Appreciate advice.
Support have just updated me on the advice they provided earlier, and they had misinformed me. It is available and does function as it should. Great!
