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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