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Map folders to Onvio documents

You can print documents such as reports, financial statements, letters to Onvio Documents, part of the Thomson Reuters web-based Onvio application. Do the following to create custom folder structures for different document type categories in preparation for printing documents to Onvio Documents.
note
You'll need to be licensed for Onvio to be able to print documents to Onvio Documents.
  1. Select
    Setup
    Onvio Documents
    Folder Mapping
     to open the
    Onvio Documents Folder Mapping
     window.
  2. Select the tab that corresponds to the category for the document types that you're mapping to Onvio Documents. For example, various accounting-based checks and reports will use the
    Accounting
     tab, while various
    workpapers-based reports and engagement binders will use the
    Workpapers
     tab.
  3. For each folder level (Level 1 Name, Level 2 Name, etc.), select the value type (
    Text
     or
    Variable
    ) and the value, which varies based on the value type you selected.
    note
    The
    Value
     field is a text box or a dropdown, depending on the
    Value Type
     you've selected. If you select
    Text
     as the value type, you can type any text (up to 150 characters). If you select
    Variable
     as the value type, you can select a variable from the dropdown. By default, the Level 1 folder value is set to the Category name variable (which corresponds to the document category) and the Level 2 folder value is set to the Document date variable.
  4. If the value you selected is a date variable, you can select a date format (for example, m/d/yyyy) from the
    Date Format
     dropdown.
  5. To add a folder level, select
    Add
     at the end of the row. To delete the current folder level, select
    Delete
    .
  6. You can optionally mark the
    Display Mapping Dialog at Print
     checkbox.
    note
    If you mark the checkbox, the
    Onvio Documents Folder Mapping
     window will be displayed when you choose to print documents to Onvio Documents via the
    Print
     window. This allows you to verify or update the values for the folder names and the document name at the time of printing to Onvio Documents.
  7. Select
    OK
     to apply your changes and close the
    Onvio Documents Folder Mapping
     window.
    note
    • If a client record doesn't already exist in Onvio Documents, one is created automatically when you print client-based documents from the application.
    • The folder mappings for Onvio Documents that you define in the application apply to all staff and clients.

This article applies to:

  • Product: Workpapers CS