Move files into the Documents area from another document management system

Follow these guidelines when you move files from another document management system Onvio.

Note: If you are migrating files from FileCabinet CS to Onvio, see Migrate FileCabinet CS data to Onvio Documents.

Set up a folder template

We recommend that you use a folder template to maintain organization when moving files into Onvio.

If you haven't done so already, set up a template for the files you are moving.

Structure the template using one of the following hierarchies.

  • [Document category as top-level folder] > [Prior tax years as sub-folders]

    Example

    Workpapers > 2016; 2015; 2014

  • [Prior tax year folder as top-level folder] > [Document category folders]

    Example

    2016 > Workpapers; Notices; Balance Sheets; Tax Returns

Move files into Onvio

  1. Open the applicable client in Onvio.
  2. Click the Add Folder icon and enter a name for the top-level folder.
  3. Optional: Select a template.
  4. Click Save.
  5. Drag and drop folders or single files into the desired folder. Show me.
    drag drop

You can also move your files into Onvio using the following methods.

  • Click the Upload button in the toolbar.
  • Add files directly from Dropbox, Google Drive, or Box by clicking the Cloud menu in the toolbar.
  • Scan documents into the Documents area.
  • Add files from your desktop through the Print command using the Onvio print driver.

Notes:

  • You can add several file types to Onvio.
  • You can drag and drop folders into Onvio only when the application is open in Google Chrome or Firefox.
  • The maximum size for file uploads to Onvio is 500MB.
  • Larger files may take several minutes to upload. You can continue to work in Onvio during the upload process.

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