Uploading items to Onvio Documents

Alerts and notices

If you are licensed for Onvio Documents, you can upload reports, forms, and other printable items to Onvio.

  1. With a plan open, choose either File > Print Reports or File > Print Forms.
  2. In the Destination group box, mark the Onvio Documents checkbox.
  3. Adjust other options as desired, and then click Print.
  4. If you're prompted to log in to Onvio, do that now.

    Note: You won't be prompted to log in if you already logged in to Onvio when you opened the current Planner CS client.

Planner CS will notify you once your documents have successfully uploaded to the applicable client folder in the Client Documents tab.

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