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Add folders

On the Documents screen, you can add folders from the
Firm Documents
 tab and the
My Documents
 tab and from clients listed in the
Client Documents
 tab.
To add a folder in the
Client Documents
 tab, select a
Client ID
 to open a client and then select
Add Folder
.
To add a folder on the
Firm Documents
 tab or the
My Documents
 tab, select
New
, then
Folder
.
When you drag and drop folders and subfolders from your computer into the Documents area, Onvio imports the folders in their existing structure.
note
Drag and drop is not available when Onvio is open in Microsoft Internet Explorer.
You can choose from a list of your firm's templates when you are at the root level of a client's storage area.

My Documents folder considerations

You can set up folders in any manner that works best for you in the
My Documents
 tab.

Firm Documents folder considerations

The following is an example folder structure for the
Firm Documents
 tab.
If you are transitioning to Onvio from another document management system (DMS), you'll have the opportunity to review and refine your current folder structure.
Primary Folder
Subfolder
Billing
Report
WIP
Plan
Firm
Benefit Plan
Contracts, Agreements, & Leases
Elections
Insurance
Litigation
Loans & Long-Term Debt
Meeting Minutes
Organizational Information
Other
Recruiting
Firm Financials
Budget
Financial Report
Tax Return
Workpapers
IT
Contracts, Agreements & Leases
Licenses
Passwords
Marketing
Advertising
Logo
Proposal
Report
Payroll
Report
Tax Return
Timesheets
HR
CPE
Templates
Accounts Payable
Invoices
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This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff