Documents

Folder-sharing roles in the Documents area

Refer to the table below for details on permissions for folder-sharing roles available.
To add roles, see current roles, and change roles for a folder, select the role and choose Manage > Share Folder. All folders must be added by the firm for clients to access.
Action
Owner Role/Permission
Contributor Role/Permission
Reviewer Role/Permission
None Role/Permission
See folder and contents
Yes
Yes
Yes
No
Add sub-folder
Yes, but all folders must be added by the firm for clients to access.
Yes
No
No
Scan
Yes
Yes
No
No
Add via drag and drop
Yes
Yes
No
No
Upload
Yes
Yes
No
No
Download
Yes
Yes
Yes
No
Move
Yes
Yes, but only those files or folders that the contributor has added.
No
No
Copy
Yes
Yes
Yes, but only if the contact is designated as an Owner or Contributor for the destination folder.
No
Rename files
Yes
Yes, but only those files that the contributor has added.
No
No
Rename folders
Yes
No
No
No
Delete files added by contact
Yes
Yes, but only those files that the contributor has added.
No
No
Delete files added by other users
Yes
No
No
No
Delete the selected folder
Yes
Yes, but only those folders that the contributor has added.
No
No
Share folders
Yes
No
No
No
Access Box through Onvio
Yes
Yes
No
No
Access Dropbox through Onvio
Yes
Yes
No
No
Access Google Drive through Onvio
Yes
Yes
No
No

This article applies to:

  • Product: Onvio
  • Audiences: Staff