How to share files to the accountant
Step 1: Navigate to https://partners.synkli.com.au/
- Open the Synkli client dashboard in your browser and log in.
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Step 2: Click "Document Hub"
- From the dashboard menu, click on Document Hub to access your documents.
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Step 3: Click "Personal Vault"
- Inside Document Hub, click on Personal Vault to view your personal files.
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Step 4: Click this checkbox
- Tick the checkbox next to the first file or folder you want to share.
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Step 5: Click this checkbox
- Tick the checkbox next to the second file or folder.
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Step 6: Click this checkbox
- Tick the checkbox next to the third file or folder.
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Step 7: Click this checkbox
- Tick the checkbox next to the fourth file or folder.
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Step 8: Click this icon
- Click the share or options icon to open sharing options.
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Step 9: Click "Yes"
- Confirm your action by clicking Yes.
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Step 10: Click "Document Hub"
- Return to the Document Hub main area.
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Step 11: Click "Shared Workspace4 Items,708.52 KB Used Go to Shared Workspace"
- Click the Shared Workspace link showing your shared files info.
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Step 12: Click "Shared Zone"
- Finally, click Shared Zone to see the files shared with your accountant.
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