Binder templates

Set up a binder template

In Onvio Trial Balance or Guided Assurance, go to
Setup
Binder Templates
and select
New Template
.
note
If you are licensed for Guided Assurance, you can turn on and set up a Guided Assurance binder to link to the binder template via the Settings tab.
Enter a name for the binder template and select
Save & Open
to open the template.
Select the
Binder
tab to set up the binder template, as necessary.
Select
Close
to return to the
Binder Templates
screen.

Use the binder template

In Onvio Center, go to
Setup
Project Templates
.
Select
Edit
for an existing project template.
Modify any of the existing information for the fields and options in the screen, as they apply to your project.
In the
Document Storage
section, select
Create new binder from template
, then the template from the list in the
Binder Template
field.
Select
Save
.

In the
Projects
screen, select
Add
to create a new project.
Enter an ID and name for the project template.
Provide information for the fields and options remaining in the screen, as they apply to your project.
In the
Document Storage
section, select
Create new binder from template
, then the template from the list in the
Binder Template
field.
Select
Save & Open
to open the project.