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Publishing documents to your portal

You must have configured MYOB Accountants Enterprise/Office Live to see this option on the Tasks bar.
(AE) The Publish to Portal option on the Tasks bar is only available on the Client page and if you are using Windows Explorer view.

The Publish to Portal option enables you to use MYOB’s newest offering — Accountants Enterprise/Office Live to copy documents to the cloud.

To find out more about MYOB Portal, see MYOB Portal.

Documents can now be published to a collaboration portal so that your clients can either digitally approve them or simply view and store the documents for their records.

You are able to publish documents that are:

  • part of Document Manager with a status of Completed or Approved, or

  • attached to your client and part of their Client > Documents tab

to your collaborative portal.

If you select to publish a document that it not in PDF format, then the file will be converted to PDF before it is copied to the portal. This is so that any documents you publish can, potentially, be digitally signed. The following file formats are currently supported and will be converted to PDF when you publish a document to your portal:

  • Microsoft Office formats — doc, docx, ppt, pptx, rtf, xls, xlsx

  • Graphic formats — bmp, gif, jpg, jpeg, png

  • Others — htm, html, msg, tif, txt, xml.

The maximum file size for a document that is to be published to the portal is 18MB.
If you are publishing multiple documents to the portal, then the file size can be more than 18MB. But please ensure that the file size for an individual document is not greater than 18MB, otherwise you will receive an error.

At this stage, documents that are published to the portal are not under any version control. You’re able to publish the same file from the desktop to the portal multiple times and a separate copy is produced each time.

Whatever task associations or changes are made to the document in the portal, they are not relayed back to the Client > Documents tab on your desktop. If you would like to make the changes available for MYOB AE/AO on your desktop, then you will have to download the file from MYOB Accountants Enterprise/Office Live and import the documents into your client’s folder on your desktop.

If a document possesses any security restrictions, you will not be able to publish it to the portal. You will receive the error "The document type is not a supported file type".

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