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Documents

Documents area overview

The Documents area is where you store, organize, and retrieve your firm's files.
Select
Client Dashboard
 at the top of the screen to open the Client dashboard for the selected client.
Select the
Documents
 link or
Documents at the top of the screen to access files through the following tabs.
  • Client Documents:
     A location for client documents or documents that you will share with clients. Onvio also stores documents from other Onvio applications in this location. You can also select to send documents to client folders that you add here.
  • Firm Documents:
     Store and access files that are specific to your firm. The expandable folder panel on the left enables you to navigate the document folder structure.
  • My Documents:
     Files that you store in this area are accessible only by you. The expandable folder panel on the left enables you to navigate the document folder structure.
  • Document Activity:
     View your recent activity, as well as search for files stored in all tabs in Onvio Documents.
  • Recycle Bin:
     Restore or permanently remove deleted files.
  • Communications:
     Request client files and information, as well as request and manage the approval of files from anyone, even if they don't have access to Onvio.
note
  • The maximum size for file uploads is 500 MB.
  • The expandable folder panel in Client Documents, Firm Documents, and My Documents enables you to
    • The 1st time that you open one of these pages, the Client field at the top of the folder panel is blank. To view folders and documents for a client, select a client ID from the available dropdown in the Client field.
    • You can select the name of the client at the top of the folder panel to return to the root folder level for the selected client.
    • The client that was last selected is retained by the application—and by default—made available the next time that you open the page.
    • You can select the
      Include files
       checkbox to display files in each folder on a per-client basis within the folder panel. When the checkbox is cleared, all files are hidden in the folder panel.
      • If you work with a client with a large number of files, clearing the
        Include Files
         checkbox may improve performance when navigating the folder structure for the selected client.
      • Your choice to include or hide files in the folder panel is unique to your login ID and the selected client. The application retains your selections, so that the view in the folder panel is the same the next time that you log into that client.
    • You can select a document in the folder panel to preview the contents of that folder in the preview panel on the right.
    • You can select the
      Previous
      or
      Next
      icon Previous/Next icons arrows in the preview panel to display the next or previous documents in the selected folder.
You can perform various document- and folder-related tasks using the toolbar at the top of the screen.
  • You can access the toolbar from
    Client Documents
     (from within selected clients), from the
    Firm Documents
    , from
    My Documents
    , from
    Recycle Bin
    , and from
    Requests
    .
  • You can sort the items in a column by selecting the column heading.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff