Manage documents and folders in Advisory

Add or rearrange folders in Advisory

Use the folders pane to organize and view folders and files within the Advisory Documents project. You can add folders, drag and drop folders and files to move them to another location, and view the contents of the Recycle Bin using the folders pane.

  1. To add a folder, click Folder, enter the name of the folder, and click Save.

    To rearrange folders, drag and drop the folder to a new location in the folders pane.

    To rearrange documents, drag and drop the document to a new folder or location in the folders pane.

  2. To show or hide the Folders pane, select the vertical border that divides the two panes.

Manage documents and folders

You can download, move, copy, rename, and delete files or folders fro your Advisory Documents projects. You can also view and update file properties (reference, name, and staff assignment) for a single file, or for multiple files at the same time.

  • Download: You will find the document in your computer's Downloads folder.
  • Download as ZIP: You will find the ZIP file with the document in your computer's Downloads folder.
  • Move: You can also click the < and > arrows in the Move to panel to navigate to folders, or click Folder to create a folder.
  • Copy: You can select the location for the copy by clicking the < and > arrows in the Move to panel, or click Folder to create a folder.
  • Rename a folder: To rename a document, rather than a folder, edit the document properties.
  • Delete: When you delete a document, you cannot retrieve it.
  • Protect / Unprotect: Protected documents cannot be modified, moved, copied, renamed, or deleted.

    Note: You cannot edit protected files in Onvio Advisory. However, you can download them, edit them in their native application, and then upload the updated file.

  • Remove Lock: A Lock icon appears next to documents that are open.
  • Share folders: Clients can view and download files from Onvio Client Center.
  • Properties: You can update the file name and staff assignment.

If you move a folder or document to the Recycle Bin, you can retrieve the folder or document by clicking Recycle Bin, marking the checkbox for the folder or document, and clicking Restore. The folder or document will be restored to the original location in the Folder pane.

Manage project properties

You can download, move, copy, rename, and delete files and folders from your Advisory Documents projects. You can also:

  • Edit the year in the Actions > Binder Properties screen.
  • Column selections in the Advisory Documents project grid are saved per staff member.

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