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File approval in the Documents area

You can request approval of files in the Documents area from anyone, even if they don't have access to Onvio. The approval request includes links for the recipient to preview or download, then approve or reject each file.
You can send approval requests by email or through Client Center.

Send a document approval request

  1. In Documents, select
    Communications
    .
  2. Select
    Add
    , then select
    Approval Request
    .
  3. Select the client.
  4. Select an existing contact or add a new recipient, then select to send the approval request via email or Client Center.
    note
    • You can send an approval request for up to 4 recipients.
    • The Send via Client Center checkbox will only be enabled if the recipient is an Individual and has a relationship with the selected client.
    • Unregistered recipients receive a registration invitation from Client Center.
  5. Select
    Add Document
    . You can include up to 10 approval documents in a single approval request.
    note
    Documents that are sent for approval are automatically locked by the application, indicated by a Lock icon. In Client Documents, you can select
    Manage
    , then
    Unlock
    to release the selected document lock.
  6. Select the
    Due Date
    and
    Expiration date
    .
  7. You can select the Security Options section to create a password as a requirement for the recipient to approve the files via email.
    note
    We recommend that you verbally notify the recipient of the password.
  8. Enter the appropriate information in the
    Email Subject
     field and Message pane.
    Don’t modify the variable text, denoted within square brackets, for the Sender names and Expiration Period or the information may not appear correctly in the file link message.
  9. Select
    Send
    .

Resend an approval link via email

  1. In Documents, select
    Communications
    .
  2. Select the communication and then
    Edit
    .
  3. Select
    Resend Email
    .
  4. Select
    Send
    .

Delete approval request

  1. In Documents, select
    Communications
    .
  2. Select the communication and then
    Delete
    .
  3. Select
    Delete
    again to verify.
  4. note
    If you select a link that has been revoked,
    Link is invalid or has expired
     will display.

Next step

You can view the status of document approval requests for your firm in the Communications page.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff