Onvio Documents Folder Mapping dialog

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You can print documents such as reports, financial statements, and letters from Workpapers CS to Onvio Documents, part of the Thomson Reuters web-based Onvio application. Use the Onvio Documents Folder Mapping dialog to create custom folder structures for different document type categories in preparation for printing documents for your firm or clients from Workpapers CS to Onvio Documents.

Note: You must be licensed for Onvio to be able to print documents from Workpapers CS to Onvio Documents.

Choose Setup > Onvio Documents > Folder Mapping.

Tabs in this dialog

The following tabs are available in the Onvio Documents Folder Mapping dialog. Each tab corresponds to the category for the document types that you are mapping to Onvio Documents.

For example, various accounting-based checks and reports will use the Accounting tab, while various workpapers-based reports and engagement binders will use the Workpapers tab.

Note: If multiple reports, financial statements, and/or letters are included in a single print job as one document, the first report, financial statement, or letter will determine which tab is used here.

Document Category Details
Accounting Includes accounting reports and letters
Financial Statements Includes financial statements.
Workpapers Includes workpapers reports and engagement binders.
Firm Includes firm-level reports and documents.

Fields & buttons

The following columns and fields are available in each of the tabs listed above.

This column, which is read-only, shows the Onvio folder levels (Level 1 Name, Level 2 Name, etc.) that will make up the overall folder structure in Onvio Documents.

Selecting either the Text or Variable value type determines what is available in the Value field for that row's folder level.

  • Text: When selected, the Value field allows you to type any text (up to 150 characters) in the text box.
  • Variable: When selected, the Value field contains variables in the drop-down list.

The Value field is a text box or a drop-down list, depending on the Value Type you have selected. If you select Text as the value type, you can type any text (up to 150 characters). If you select Variable as the value type, you can select a variable from the drop-down list. By default, the level 1 folder value is set to the Category name variable (which corresponds to the document category) and the level 2 folder value is set to the Document date variable.

If the value you have selected is a date variable (such as Document date or Current month end date), select a date format from the drop-down list (for example, M/d/yyyy).

Use the Delete Delete button button to remove a folder level and use the Add Add button button to add the next folder level.

Mark this checkbox to display the Onvio Documents Folder Mapping dialog when you choose to print documents to Onvio Documents via the Print dialog. This allows you to verify or update the values for the folder names and the document name at the time of printing to Onvio Documents.

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