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 theRemove Document Lockspermission for you inSetup > Permission Groups. You can unlock documents by selectingManage, thenUnlock.
- IfOpenisn't visible in the toolbar, theOpen Documents Locallypermission is not enabled for you inSetup > Permission Groups. See your firm administrator for more information.
- If you are accessing Onvio through Chrome, and you see the following window, selectRemember my choiceand thenOpen URL.
- If you're not already logged in to Onvio Link, you can start the application by selectingStartin the Windows taskbar and thenAll Programs, thenOnvio Link. Log inwith 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.
- SelectSync to Onvioto sync your changes with the original file in the Documents area, Onvio Advisory, or Onvio Trial Balance.
- SelectSync and Closeto sync your changes and close the original file in the Documents area, Onvio Advisory, or Onvio Trial Balance.
- SelectCloseto close the original file in Onvio without saving any local changes.
