MYOB Portal Sharing Documents Already Uploaded With Contributors

[LaurenA3]

Since the recent update we have been unable to share documents that have already been uploaded to the portal at an earlier date with contributors. Before this update we were able to find the document on the portal and choose share with contributor and choose the appropidate contributor. However, we cannot find this option since the update. It would be appreciated if you could advise how to do this now. 

[Nam_H]

Hi LaurenA3,

The recent update will allow adding custom messages to send to your Contributor when sharing portal documents.

In MYOB Practice Online Portal select "Contacts" then click "Contact list".Open the client where the documents are saved to that you want to share then click the "Documents" tab.
After ticking to select the document/s, the "Publish to portal" button will appear.
Click "Publish to portal" then select "Notify people" and click "Next".
Click "Add other contributors" then select.
Add an email "Subject" and "Message" then click "Publish and notify" to send to the contributor.

Cheers
Nam_H
MYOB Staff

[Jade-from-Peak]

Hi Nam,

With this new update, are we now able to include contributors when first publishing the documents without them having to sign? It's very frustrating that this process effectively requires us to publish the documents twice, which is a lot more double handling than a simple email requires - a few of our clients are wondering why we are using this process when it is clearly less efficient than emails.

[Nam_H]

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

[Jade-from-Peak]

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It's incredibly frustrating trying to convince clients to use the client portal when all the features are so clunky and outdated and inefficient.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? 

[Nam_H]

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