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Documents

Request documents or files from a client

Before you start

Make sure you're assigned to a permission group that has
Documents
 enabled.

Create and send a document request

You can send document requests to anyone, even if they don't have access to Onvio.
  1. Select
    Documents
     and then
    Communications
    .
  2. Select
    Add
    , then
    Document Request
    .
  3. Select a client, and then select an existing contact or enter an email address for the recipient of the document request.
  4. Select
    Send via Email
     or
    Send via Client Center.
    note
    • If you select
      Send via Client Center
       and the recipient isn't registered for Client Center, then they'll receive an email invitation to register.
    • If you select
      Send via Client Center
       this will only be enabled if the recipient is an Individual and has a relationship to the selected client.
  5. In the Document Upload Destination field, select
    Browse
     and go to the folder where you want the requested document to go.
  6. Select a request template to use or enter a description of the files to be uploaded in the
    Document Request
     field.
  7. Select a
    Due Date
     and an
    Expiration Date
    . The expiration date defaults to 1 year from today's date.
  8. Enter a brief description of the request in the
    Message Subject
     field.
  9. Select
    Send
     when you're finished.
The recipient will receive an email that includes a link to upload the requested files.
note
You can request documents from only 1 recipient at a time.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff