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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.
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