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Get started with File Share for Web Builder

File Share for Web Builder CS is a portal application that lets your firm share documents with your clients. The following information will help you get started with File Share.
note
  • You may see some information in the Onvio Help and Support that is geared toward separately licensed applications and features.
  • Onvio mobile applications are not available for FileShare for Web Builder CS users.

Sign in

Sign in at onvio.us using your email address and password.

View or change your account information

Select your
Profile
 icon to complete the following tasks.
  • Update your user profile
  • Change your password

Manage firm and client information in File Share for Web Builder CS

Setup
 is where you add or update firm and client information. It is also where you control Client Center access. Your clients (referred to as users in Legacy) will use Client Center to share files with you and to view files you have shared with them. To assist in your transition to File Share, we’ve set up clients and client document folders, based on your Legacy user data. We also assigned the entity type of individual to each client; this will let you give them access to Client Center. Follow these steps to manage firm and client information.
  1. Add or update firm information
  2. Add or update client information
  3. Give clients access to Client Center Clients won’t be able to access their folders and files, create files, or add files until you complete the Share Folders task.
Once your clients have registered for Client Center, they can access it 2 different ways.
  • They can sign in at www.onvio.us.
  • They can sign in through your website. To turn on access to Client Center through your website, sign in to the Web Builder CS sitewizard. Select
    Edit Site
    Pages
    Client Login
    Edit
     and select
    Onvio
     from the Client Accounts Service dropdown.

Manage documents in File Share for Web Builder CS

Documents
 is where you access the
Client Documents
 tab that enables you to store, organize, share, and retrieve files. Start by sharing each client's folder of migrated documents with them, so they can view and access information.
  • Share folders
  • Add files
  • Download files
  • Add folders
  • Scan documents
  • Search for files
  • Use the recycle bin
  • Permanently delete items from the recycle bin

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff