How do I Send Documents using the ‘Save to Cloud’ option?
If you have not enabled association sharing at the SMSF Audit Accounting Entity level, enable it by following the FAQ
here.
You will also need to add contacts from the firm you wish to collaborate with if they aren’t currently added.
For documents which don’t need to be returned to you by your client contacts, you have the option to save these to Cloud and share each document with them for their download and reference purposes. Follow the steps outlined below.
- Hover your cursor next to the document you would like to send so the three horizontal dots appear and click to Save to Cloud.
- Navigate to the SMSF Fund Entity in Cloud and click anywhere around the name of the saved document.
- Click on the share icon to edit the share settings of the document.
- Click on the toggle option to Allow Contacts in the Contacts tab.
- Select the contact(s) you would like to share the file with and assign a permission (we recommend Owner). The click Share.
NOTE: for more information on roles in Cloud, refer to this FAQ: What levels of permission do each contact roles have on an Activity or File?
This will mean the document(s) can then be seen and downloaded from the SMSF Fund Entity by the Contact.
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