Setup

Enable integration between Onvio and Digita

You can make Onvio Documents the default Document Management System for each of your Digita applications.

Before you start

You will need to log in to the Digita application as administrator.

Open Document Management options

The way to open Document Management options differs according to which Digita application you're using. Once you've opened the options, the way to configure them is the same for all applications.
Digita Accounts Production Advanced
Select
Tools
 then
Configure Document Management
.
Digita Accounts Production
  1. Select
    Tools
    , then
    Options
    .
  2. Select the
    Document Management
     tab.
Digita Personal, Business and Trust Tax
  1. Select
    Tools
    , then
    Options
    .
  2. Select the
    Document Management
     tab
Digita Corporation Tax
  1. Select
    Tools
    , then
    Options
    .
  2. Select the
    Document Management
     tab.
Digita Company Secretarial
  1. Select
    Tools
     then
    General Options
    .
  2. Select the
    Document Management
     tab.
Digita Practice Management
  1. Select
    Tools
     then
    General Options
    .
  2. Select the
    Document Management
     tab.

Configure Document Management options

  1. Tick the
    Use Document Management
     checkbox, if any.
  2. Select
    Onvio Documents
     as the
    Plugin
    .
  3. Select
    Onvio Documents (https://onvio.co.uk/)
     as the
    Data location
    .
  4. Select
    OK
    .

This article applies to:

  • Product: Onvio
  • Audiences: Staff