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Onvio Link

Install Onvio Link to turn on the following features.
  • Print from locally installed applications to Onvio.
  • Locally edit and sync files stored in Onvio.
  • Customize document names and receive confirmation when printing from UltraTax CS.
  • Open a Microsoft Excel or Word document via Onvio Link to take advantage of the Onvio add-in when you are licensed for the following applications.
    • Onvio Trial Balance
    • Onvio Advisory
The following options are available after you've finished editing or updating a Word or Excel document, and before closing the Onvio Link panel.
  • Sync to Onvio:
     Syncs your changes to the Onvio application.
  • Sync and Close:
     Syncs your changes in the document and closes Onvio Link.
  • Close:
     Closes the document and Onvio Link without synchronizing the changes with Onvio.
You can install and use Onvio Link only on computers that run a Microsoft Windows operating system.
  • If you access Microsoft Office applications through Virtual Office CS or Software as a Service (SaaS), you can select
    Launch Onvio
     in the Onvio Link toolbar to open, edit, and download documents.
  • Adobe Acrobat is currently not available on Virtual Office CS. This application adds editing capabilities to your PDF documents. Virtual Office CS currently hosts only Adobe Acrobat Reader that lets you to view the PDF documents, but not edit them. To edit PDF files that you download via Virtual Office CS applications, you need to install Onvio Link locally on a computer on which Adobe Acrobat Professional or Standard is installed.
note
Settings
in the Onvio Link toolbar won't be available when you install Onvio Link locally to edit PDF files via Virtual Office CS.

Download the installation file

Find the
onvio_link_installer.en_us.msi
 file on your computer, open the file, and follow the steps in the installation wizard to install Onvio Link.
Onvio Link will prompt you to download and apply updates when they become available.
To uninstall Onvio Link, find the applications folder on your computer by searching on Remove Programs. When you open the applications folder you will see Onvio Link in the list, and you can select it to uninstall.

Troubleshooting

Files that don’t sync and close will display a failed message at the bottom of the Onvio Link window. You can select the message to show more details about the error and resolve it.
Example
The failed message indicates that the file is still open, but you don't see the file. Find the location listed in the error message, and then upload that file to Onvio manually. Then, delete the folder that contained the file and the next time you sign in to Onvio Link the file won't appear.
Video: Store documents in Onvio from within local applications (2.5 minutes)
note
There is a
Reset Onvio Link
. This feature is intended for use in scenarios where your UltraTax CS client has unexpectedly matched with an existing Onvio client due to having the same email address or TINs. Use this button to break the match between the 2 clients. Manually update the email address or TIN within your UltraTax CS or Onvio client or contact and then attempt to populate or print the client from UltraTax CS to Onvio again. View Clients tab.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff