Documents area overview

The Documents area is where you store, organise , and retrieve your firm's files.

Click the Client Dasboard Client dashboard icon icon at the top of the screen to open the Client dashboard for the selected client.

Click the Documents link or Documents Documents Icon icon at the top of the screen to access files through the following tabs.

  • All Documents tab: Access all files, templates, and recent activity.
  • Client Documents tab: A location for client documents or documents that you will share with clients. Onvio also stores documents from other Onvio applications in this location. You can also choose to send documents to client folders that you add here.
  • Firm Documents tab: Store and access files that are specific to your firm.
  • My Documents tab: Files that you store from within this area are accessible only by you.
  • Recent Activity tab: View your recent activity.
  • Recycle Bin tab: Restore or permanently remove deleted files.
  • Requests tab: Request client files and information.
  • Approvals tab: Request and manage the approval of files from anyone, even if they don't have access to Onvio.

Note: The maximum size for file uploads is 500 MB.

You can perform various document- and folder-related tasks using the toolbar at the top of the screen.

  • You can access the toolbar from the Client Documents tab (from within selected clients), from the Firm Documents tab, from the My Documents tab, from the Recycle Bin tab, and from the Requests tab.
  • You can sort the items in a column by clicking the column heading.

Click the following links for articles related to the Documents area.