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Documents

Edit and sync files

If you have permissions, you can open files in the Documents area or the
Binder
window in Onvio Trial Balance or Advisory and then edit them locally and sync your changes using Onvio Link.

Edit files

In the Documents area or Binder window in Onvio Trial Balance or Advisory, select the file that you want to edit and then
Open
 in the toolbar.
note
  • If someone else is editing the document that you want to edit, a Lock icon appears next to the document in the Documents area. If your firm administrator has enabled the
    Remove Document Locks
     permission for you in
    Setup > Permission Groups
    . You can unlock documents by selecting
    Manage
    , then
    Unlock
    .
  • If
    Open
     isn't visible in the toolbar, the
    Open Documents Locally
     permission is not enabled for you in
    Setup > Permission Groups
    . See your firm administrator for more information.
  • If you are accessing Onvio through Chrome, and you see the following window, select
    Remember my choice
     and then
    Open URL
    .
    Onvio / Chrome Protocol Handler message
  • If you're not already logged in to Onvio Link, you can start the application by selecting
    Start
    in the Windows taskbar and then
    All Programs
    , then
    Onvio Link. Log in
     with your Onvio Client Center credentials.
  • All files that you currently have open in the Documents area, Onvio Advisory, or Onvio Trial Balance are listed in the Onvio Link screen.
  • Select a file name in the Name column to open a local copy of the corresponding file.
  • Select the folder name in the Name column to open the folder in the Documents area, Onvio Advisory, or Onvio Trial Balance that contains the original file.
  • You can also download a file, edit it locally, and then manually upload the updated file.
  • When you upload an updated file, you have the option to replace the original file in the Documents area or to keep both files. If you keep both files, the name of the most recently uploaded file is appended with a “(1)”. Any additional files that you upload with the same name are appended sequentially.

Sync files

When you're done editing, save the file and sync your updated local file with the original version in the Documents area, Onvio Advisory, or Onvio Trial Balance.
If another Onvio Link customer simultaneously edits a file that you've also edited locally through Onvio Link, it's possible that your changes will be replaced when you sync the file. Therefore, we recommend that you coordinate the local editing of Onvio documents with other customers who may update the same files.
  • Local versions of an open document from Onvio Link need to be closed prior to performing a sync to Onvio.
  • Select
    Sync to Onvio
     to sync your changes with the original file in the Documents area, Onvio Advisory, or Onvio Trial Balance.
  • Select
    Sync and Close
     to sync your changes and close the original file in the Documents area, Onvio Advisory, or Onvio Trial Balance.
  • Select
    Close
    to close the original file in Onvio without saving any local changes.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff