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 |
Check Copies |
