Scan documents

Before you begin

Dynamic Web TWAIN plugin is required to scan documents into Onvio. The first time you scan a document, Onvio will require you to install the plugin by selecting the
Download
link in the
Scan and Upload
page. If you already have the plugin and it's not the required version, you'll be prompted to download and install the latest version.
We recommend that you scan images in black and white at 400 DPI. If you choose color or grayscale options for documents that you scan at 400 DPI and above, file sizes will be larger (up to 1MB per page).
Onvio stores scanned documents in the Documents area or Workpapers binder as PDF files.
If you're unable to scan documents, verify that your scanner is turned on and connected to your computer.
In the Documents area, the scanning option is available from My Documents, Firm Documents, Folder Templates, and from the client folders in Client Documents.

Select
New
, then
Scan
.
In the Document information section, enter a
File name
.
Select the scanner and adjust configuration settings.
Select
Start scan
.
Edit and review scanned pages. You can rotate, delete, and reorder pages.
Select
Scan more
if you want to scan additional pages.
Select the location in the document where you want to insert the additional scanned pages.
Confirm
Scanner settings
and
Start Scan
.
When you have scanned all pages, select
Finish & upload
to complete the scan.