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Setup

Default document delivery method

You can set a default document delivery method at the firm level, which is then applied to all new clients you create in Onvio. The method you select is the default method for documents generated for clients from Onvio, such as invoices and statements.
The following methods are available.
  • Download file:
     Documents are downloaded as PDFs that you can then send to clients via email or other methods.
  • Email:
     Documents are attached to email messages addressed to clients.
  • Client Center:
     Documents are sent to Client Center for the client to access (invoices only).
  • Documents:
     Documents are sent to the Documents area.
You can override the default document delivery method for any client.

Set the default delivery method for the firm's documents

  1. Select
    Setup
    Firm Settings
    .
  2. Select the
    Document Delivery
     tab.
  3. For each item in the left column (such as Invoices), mark the checkbox for the delivery method that should be the default for new clients.
  4. Select
    Save
    .

Set a client's default document delivery method

You can override the firm-wide default set up at the client level.
  1. Select
    Setup
    Clients
    .
  2. Select
    Edit
     next to the client you want to modify.
  3. Select
    Document Delivery
     tab.
  4. For each item in the left column (such as Invoices), mark the checkbox for the delivery method that should be the default for the selected client.
  5. Select
    Save
    .

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff