Forum Discussion

NicoleCollins's avatar
NicoleCollins
Contributing User
4 years ago

Approved Portal Documents Appearing in DM Mailing Centre as Awaiting Dispatch

When we publish a task to the portal for approval by a client, the document requiring approval is marked as "Send via Post".

 

When published to the portal, the document is marked as sent in the Awaiting Dispatch homepage.

 

After the client approves the document, the document appears again in the awaiting dispatch homepage, we have been clicking on "mark as sent" to remove these documents from the awaiting dispatch homepage but would like to know if there is any way to stop the document returning to this homepage as it is messing up our document audit trail.

 

I have attached some screen shots, any advice would be appreciated.

  • Jacksen's avatar
    Jacksen
    4 years ago

    It looks like 'Send via Post' wasn't considered when they made the option to send tasks via the MYOB portal.  We don't tick the option when saving in documents for the portal so we haven't come accross this issue.

    MYOB would probably need to fix this so the flag isn't reset with the new version when it comes back in as approved.

    • Jacksen's avatar
      Jacksen
      Valued User

      It looks like 'Send via Post' wasn't considered when they made the option to send tasks via the MYOB portal.  We don't tick the option when saving in documents for the portal so we haven't come accross this issue.

      MYOB would probably need to fix this so the flag isn't reset with the new version when it comes back in as approved.