Documents

Rename items in Client Centre

You can rename files that your accountant has shared with you in the Documents screen.
  1. Click the Rename button for the file you want to rename.
  2. Enter a new name.
  3. Click Save.
You can rename files only if your accountant has assigned appropriate permissions for shared files. For more information on shared file permissions, contact your accountant.

This article applies to:

  • Product: Onvio
  • Audiences: Client