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Documents

Add files in the Documents area

You can add files to a folder or you can add entire folders with files to the Documents area.

Before you start

  • Make sure you're assigned to a permission group that has
    Documents
     enabled.
  • Make sure you've added at least 1 client to Onvio Center.
  • Make sure you're adding an accepted file type.
  • Make sure the file you're adding is not larger than 500 MB.
  • Turn on sharing in the client's contact information.

Upload files

  1. In Onvio Center select
    Documents
    .
  2. Select one of the available tabs.
    • Client Documents
    • Firm Documents
    • My Documents
  3. If you upload files to
    Client Documents
    , you'll first need to select a client from the dropdown.
  4. Select an existing folder or create a new folder.
  5. To upload files or folders with files you can:
    • Drag and drop the file or folder into a folder in Onvio Documents.
    • Select
      Upload
      , find the files and select
      Open
      .
    • Select
      Cloud
      , then select one of the third-party cloud storage services - Dropbox, Google Drive, or Box.
    • Select
      New
      , then
      Scan
       to scan documents into Onvio.
note
  • When you add a file that already exists in the Documents area, you have the option to replace the original file or to keep both files. If you keep both files, the name of the most recently uploaded file is appended with a "(1)". Onvio sequentially appends any additional files that you upload with the same name.
  • When printing partial tax returns from UltraTax CS to Onvio, note that file names for duplicate preparer copies already stored in Onvio will be appended with the date and time; however, client copies of partial tax returns will be replaced in Onvio.
  • Larger files may take several minutes to upload. You can continue to work in Onvio while the files upload.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff