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Use the Onvio Documents portlet
For licensed users of Onvio Documents and Accounting CS with the Workpapers service enabled
The Onvio Documents portlet in Accounting CS enables you to access and save documents from Onvio directly into the engagement binder.
- Open the Onvio Documents portlet in the Workpapers Dashboard.
- SelectLoginto sign in to Onvio Documents.
- Select an Onvio client from the dropdown in theClientfield.
- Double-click the folder to move down a level and use the following toolbar commands to navigate in the folder structure in Onvio Documents from within in the Onvio Documents portlet. Commands include:
- Refresh
- Return to base folder
- Move up a folder level
- Save
- Page through items
- Select a document, then selectSaveon the toolbar.
- When the Add Workpaper wizard opens, enter a workpaper reference number, and if necessary, update other information for the document in theWorkpaper Propertieswindow such as target location, name, roll forward treatment, assignment, and so forth.
- SelectOKto close the window and insert the workpaper into the engagement binder.
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Engagements,Workpapers