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On the Documents screen, you can add folders from within the Firm Documents tab and the My Documents tab and from within clients listed in the Client Documents tab.

To add a folder in the Client Documents tab, click a Client ID to open a client and then click the Add Folder button.

To add a folder on the Firm Documents tab or the My Documents tab, click New > Folder.

When you drag and drop folders and subfolders from your computer into the Documents area, Onvio imports the folders in their existing structure. Note that drag and drop is not available when Onvio is open in Microsoft Internet Explorer.

Client Documents folder considerations

Note the following when adding folders to the Client Documents tab.

• Client contacts with appropriate permissions can add subfolders in shared folders.
• You can choose from a list of your firm's templates when you are at the root level of a client's storage area.

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.

Related

Documents area overview