Request files from within the Documents area

You can send file upload requests from within the Documents area to anyone, even if they don't have access to Onvio. The request email message includes a link that the recipient can click to open a requests screen and then upload the requested files.  

To add, edit, or delete requests, click the Requests tab. You can also add a request from within Client Documents by choosing Manage > Request.

  • When you create a file upload request, you can specify an expiration period for the links in the email. If you don't specify an expiration period, the email link will remain active indefinitely.
  • Uploaded files appear in the location that you specify in the Requests tab. If you create a request in Client Documents, uploaded files will appear in the folder in which you created the request.
  • You can send a file request to only one recipient at a time.
  • You can insert request template descriptions created in the Request Templates screen into the Document Request Descriptions field of the email message.
  • You can add new template request descriptions in the request email message, but you cannot edit existing ones. 
  • You can include multiple file requests in a single email message.
  • You can set up a password for the recipient of the request when you mark the related checkbox in the Security Options section of the requests screen.

    Note: We recommend that you verbally notify the recipient of the password after you create it.

  • You can view the status of all requests for your firm in the Requests tab. Use the search field and filter buttons on the toolbar to quickly categorize the Requests list.

    Note: If you click multiple filters on the toolbar, the items that appear in the requests tab will fit all of the criteria for the filters you selected.

  • To re-send a file request email to a client, click the related email link in the Requests tab.

    Note: To change or remove the password for the request, click the Resend Email link first, and then mark the checkbox in the Security Options section.

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.

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