Add comments to folders and files
Add files in the Documents area
Add placeholders to documents and send documents for eSignature
Copy items in the Documents area
Delete items in the Documents area
Download a single file or a folder and its contents into a zipped file
Edit fillable PDF document in Onvio Client Center
Error: The file can't be saved because someone has removed your edit lock
Export files from the Documents area
File approval in the Documents area
Move files into the Documents area from another document management system
Move items in the Documents area
Organize items in the Documents area
Permanently delete items in the recycle bin
Print a single page from a file in Onvio Documents
Rename items in the Documents area
Request documents or files from a client
Request Onvio documents from within UltraTax CS
Send a K-1 package from UltraTax CS to Onvio Client Center
Send schedule K1 packages from UltraTax CS to Onvio Documents