Add folders
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You can add folders from within folders on the Documents screen if your accountant has given you permission to do so; however, you cannot add new top-level folders. For more information, contact your accountant.
To add a folder, click New > Folder.
My Documents folder considerations
You can set up folders in any manner that works best for you in the My Documents tab.
Firm Documents folder considerations
The following is an example folder structure for the Firm Documents tab.
If you are transitioning to Onvio from another document management system (DMS), you'll have the opportunity to review and refine your current folder structure.
| Primary Folder | Subfolder |
|---|---|
| Billing | Report |
| WIP | |
| Plan | |
| Firm | Benefit Plan |
| Contracts, Agreements, & Leases | |
| Elections | |
| Insurance | |
| Litigation | |
| Loans & Long-Term Debt | |
| Meeting Minutes | |
| Organizational Information | |
| Other | |
| Recruiting | |
| Firm Financials | Budget |
| Financial Report | |
| Tax Return | |
| Workpapers | |
| IT | Contracts, Agreements & Leases |
| Licenses | |
| Passwords | |
| Marketing | Advertising |
| Logo | |
| Proposal | |
| Report | |
| Payroll | Report |
| Tax Return | |
| Timesheets | |
| HR | |
| CPE | |
| Templates | |
| Accounts Payable | Invoices |
| Check Copies |