Error: 'Unable to publish to portal' in the Documents tab
This support note applies to:
- AE Tax Manager (NZ)
- AO Classic (NZ)
- AO Tax (NZ)
- AE Tax (NZ)
- AE Statutory Reporter (NZ)
- AE Statutory Reporter (AU)
- AO Statutory Reporter (AU)
- Workpapers (NZ)
- AO Workpapers (AU)
- AE Workpapers (AU)
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
- AE Document Manager (NZ)
- AE Document Manager (AU)
- AO Document Manager (AU)
- AO Document Manager (NZ)
- PDF Manager (AU)
- PDF Manager (NZ)
- AE System Release (NZ)
- AE System Release (AU)
- AE Reporter (NZ)
- AE Reporter (AU)
- AE MAS (NZ)
- AE MAS (AU)
- AE Assets (AU)
- AO Corporate Compliance (AU)
- AE Assets (NZ)
- AE Corporate Compliance (AU)
- AE Accounts (AU)
- AE Investments (AU)
- Insolvency (AU)
- AO Classic Tax (AU)
- AO Classic Practice Management (AU)
- AO Classic General Ledger (AU)
- AE Tax Series 6 & 8 (AU)
- AE Tax (AU)
- AO Tax (AU)
In AE/AO, when clicking Publish to Portal on the Tasks bar while on the Documents tab, you'll see the error Unable to publish to Portal. This error occurs if you've not activated Contact Sync for your practice.
To fix the error, see Syncing your contacts to enable contact sync.