Add comments to folders and files

You can add comments to a folder or file in
Firm Documents
,
My Documents
in the Documents area, or in client documents. Onvio indicates the current number of comments for each item in the Comments column.
Select the Comments column next to the item where you want to add a comment.
To update or delete a comment, select the number icon in the Comments column and then the Comments panel.
  • Only the staff member who created a comment can edit or delete the comment.
  • Comments are only visible to staff within Onvio.