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This article applies to:

  • Product: Planner CS

Upload items to Onvio Documents

If you're licensed for Onvio Documents, you can upload reports, forms, and other printable items to Onvio.
  1. With a plan open, select either
    File
    Print Reports
     or
    File
    Print Forms
    .
  2. In the Destination group box, mark the
    Onvio Documents
     checkbox.
  3. Adjust other options as you need then select
    Print
    .
  4. If you're prompted to sign in to Onvio, sign in with your credentials.
    note
    You won't be prompted to sign in if you already signed in to Onvio when you opened the current Planner CS client.
Planner CS will notify you once your documents have been successfully uploaded to the applicable client folder in the
Client Documents
 tab.