Add folders

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.

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