Release notes for Onvio mobile apps

26 February 2021

Annotations

You can now add and edit annotations on PDF documents in the mobile app.

Folder groupings

The Onvio Documents mobile app now honors the User Preference setting for Client Documents Folder Groupings made in the Onvio web application.

17 September 2020

Client Centre mobile app - Mobile scanning

The Scan From Device button in the Onvio Client Centre web application sends a notification to your client's device linked with the Client Centre mobile application.  Your client can scan immediately after tapping on the notification.

3 September 2020

Client Centre app - Document approvals

Clients can now complete eSign and document approval tasks from within the mobile app.

20 August 2020

Onvio Documents mobile app - document approvals

Use the mobile app to view the status of document approvals that you sent to contacts. 

Onvio Documents mobile app - upload documents

You can upload documents from any screen on the mobile app. 

Note: If you are viewing the All Documents screen, you have to set a destination during the final step of the upload process. 

25 June 2020

Client Centre mobile app - firm logo update

When you upload your firm's logo in Onvio Centre > Setup > Firm Settings, the logo will be displayed on the Client Centre mobile app's login page. 

Note: Your logo won't be displayed on the login page for new clients until after they log in for the first time.

Client Centre mobile app - support for password-protected PDFs

The app now supports viewing password-protected PDFs.

Client Centre mobile app - updated operating system support

The app now supports Android OS 5.0 Lollipop (API 21) and above.

28 May 2020

Onvio Documents mobile app - v2.0 for iOS and Android

  • We added document communications so you can review and update document status in the mobile app.
  • You can now manage folder sharing from within the app, which includes adding relationships and sending Client Centre invitations to existing Onvio contacts.

5 March 2020

Client Centre mobile app - password option for document links

Your clients can now add a password to a document link they send from the Client Centre mobile app. The recipient will be asked to enter the password after they click the document link.

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