Digitally signing letters in MYOB AE Document Manager

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Experienced User JoannaHD
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Digitally signing letters in MYOB AE Document Manager

Hi

Was wondering if anyone has a streamlined, short process for getting a letter digitally signed after being created in MYOB Accountant's Enterprise Document Manager?

 

All of our Directors have Surface Pros so they can do a proper signature with a stylus on a PDF.

 

Looking for the quickest and easiest way to get it from a Word doc in Document Manager to a PDF, to being signed on a Surface Pro and saved back into Document Manager.

 

Many thanks :-)

 

Jo

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MYOB Staff Post nickypic
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Re: Digitally signing letters in MYOB AE Document Manager

Hi @JoannaHD

 

There is no automated process for this.

A suggested process would be create the document in Word and then save as a PDF (via Word) and then email to the Director.  They would then edit the PDF and add their signature with the stylus.  Then they need to email this pdf back to the creator for them to save it back into MYOB Document Manager as a new document.  

 

 


cheers,

Nicky
Practice Solutions Product Analyst
MYOB Australia Pty Ltd
Experienced User JoannaHD
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Re: Digitally signing letters in MYOB AE Document Manager

Hi Nicky, thanks so much confirming, we'll do it that way :-)

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