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Add files in the Documents screen

Follow these steps to add files in the Documents screen.
  1. Select
    Add
    in the toolbar.
  2. Drag a file from your computer into the panel that opens, or search for a file and select
    Open
    .
  3. Select
    Upload
    .
note
  • The maximum size for file uploads is 500 MB.
  • For a list of the types of files that you can add to Client Center, see Client Center file types.
  • You can't drag and drop files from within applications such as Microsoft Outlook into the Documents area; therefore, to add files from Outlook or from other applications, you need to first drag the file to a location that is outside of any applications (such as your desktop), and then drag the file into the
    Add Document
     window.
  • If you select the Firm Folder view in the side panel, Client Center adds uploaded files to the selected folder. If you select the Simple List view, your files will appear in the My Uploads area.
  • When you add a file that already exists in the Documents screen, the name of the most recently uploaded file is appended with a "(1)". Client Center sequentially appends any additional files that you upload with the same name.
  • You can add files only if your accountant has assigned you the permissions you need from within Onvio. For more information on shared file permissions, contact your accountant.
  • Larger files may take several minutes to upload.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Client