Hi Jade-from-Peak,
When publishing documents to the portal a task is created to select "Full Access Users/Contributors" to send requiring a signature or sent without requiring a signature.
It is not possible to combine this into a single task where some "Full Access Users or Contributors" are not required to sign in which it will require to publish the documents to Portal again to create a separate task to send to for "Full Access Users or Contributors" that do not require to sign.
Cheers
Nam_H
MYOB Staff
Hi Nam,
Yes... I understand that. That's exactly what I just said above.
I'm asking if this function will be fixed in upcoming updates? It's incredibly frustrating trying to convince clients to use the client portal when all the features are so clunky and outdated and inefficient. The fact that we have to upload documents twice (some of our clients have as many as fifteen entities requiring signatures) is ridiculous.
It also makes absolutely zero sense that selecting a contributor would require a signature. I would have thought the contributor function would automatically disable signatures. In what scenario would a bookkeeper have to sign a tax return? Why are contributors even allowed to sign documents?
Hi Jade-from-Peak,
Thank you for your feedback.
I have logged this as an enhancement request on your behalf to our Product Developers to be reviewed and considered in a later release.
Cheers
Nam_H
MYOB Staff
