Forum Discussion

LaurindaS's avatar
LaurindaS
Contributing User
5 years ago

Portal - Adding a Contributor to a Completed Task

We are using MYOB AO (NZ) and recently started using the client portal for clients to sign financial statements.  

 

We uploaded the financial statements and minutes to the portal for our client to digitally sign, which they have.  But they have now given us the email address for the independent trustee to also be able to sign the documents.  I have added them as a contributor but how do I now add them to the task to be able to sign the documents digitally?  

 

Thanks

  • Elizabeth_B's avatar
    Elizabeth_B
    MYOB Staff
    5 years ago

    Thank you for your query.

     

    Anyone who is required to sign a document needs to be added as a Full Access User rather than a Contributor.

     

    Regards

     

    MYOB Support

    • LaurindaS's avatar
      LaurindaS
      Contributing User
      5 years ago

      Thanks Liz,

      What about adding them to a task after the task has already been completed (e.g. the accounts have been signed already by the other Trustees and now a third Trustee needs to sign)?  Can that be done?  

      • Elizabeth_B's avatar
        Elizabeth_B
        MYOB Staff
        5 years ago

        You are welcome.

        No, a task that has been created can't be edited. I suggest you delete that task and upload again requesting for signature from both parties.

         

        Regards

        Liz.

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