Documents area overview

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

Click the Client Dashboard 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. The expandable folder panel on the left enables you to easily navigate the document folder structure for a selected client.
    • The first time that you open the Client Documents tab, the Client field at the top of the folder panel is blank. To view folders and documents for a client, select a client ID from the available drop-down list in the Client field.
    • You can click the name of the client at the top of the folder panel to return to the root folder level for the selected client.
    • The client that was last selected is retained by the application—and by default—made available the next time that you open the Client Documents tab.
    • You can select a document in the folder panel to preview the contents of that folder in the preview panel on the right.
    • You can click the Previous and/or Next Previous/Next icons arrows in the preview panel to display the next or previous documents in the selected folder.

    Note: Currently the folder panel is available only in the Client Documents tab, but we plan to make it available for all tabs in a future release.

  • 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.

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.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback

Was this helpful?