Solved
Client Portal - Contributors
Hi MYOB, We have many clients who have bookkeepers that pay the BAS on the behalf of clients. When emailing a BAS we would send to the client and CC the bokkeepper. The client signs the BAS, done...
Hi melissapgp
It is possible to add a contributor to a document they don't need to sign. This is done after the document has been published. If you select them during the publishing process you are requesting they also sign the document.
Once the document/s has been published, go to the Documents tab in the portal. You will be able to see the last documents published at the top of the list. You can also filter by client if there are too many documents. Locate the document to share and click on the ellipse at the end of the row and select Share with Contributor. Select the contributor. They will receive an email about the document.
If you wish to unshare a document you go through the same process and untick the contributor.
