Add folder templates

To simplify the folder structure setup for each client, you can create folder templates. Within the Documents area, we recommend that your top-level folders include the services you provide to the client. Within each of these service folders, you can have an unlimited number of subfolders, which you can add at both the template and client levels.

To create a template, follow these steps.

  1. Choose Setup > Folder Templates.
  2. Click New Template, and add folders to your firm's specifications.

    Example

    We recommend the following folder structure.

    • Correspondence
    • Financial Data
    • Reports
    • Statements
    • Accounting Services
    • Payroll Services
    • Consulting Services
  3. To add a subfolder, open the top-level folder and choose New > Folder.

Note: If your firm is licensed for Onvio Time and Billing, an Invoices folder will be created when you send an invoice to the Documents area from the Review Invoices tab on the Billing screen.

You can drag folders and files from your computer or network into the Templates screen to add them to your folder template.