Add files in the Documents area

Follow these steps to add files in the Documents screen.

  1. Click the Add button in the toolbar.
  2. Drag a file from your computer into the panel that opens, or browse for a file and click the Open button.
  3. Click the Upload button.

Notes

  • The maximum size for file uploads is 500 MB.
  • For a list of the types of files that you can add to Client Centre, see Client Centre file types.
  • You cannot drag and drop files from within applications such as Microsoft Outlook into the Documents area; therefore, to add files from Outlook or from other applications, you must first drag the file to a location that is outside of any applications (such as your desktop), and then drag the file into the Add Document dialog.
  • If you select the Firm Folder view in the left panel, Client Centre adds uploaded files to the selected folder. If you select the Simple List view, your files will appear in the My Uploads area.
  • When you add a file that already exists in the Documents screen, the name of the most recently uploaded file is appended with a "(1)". Client Centre sequentially appends any additional files that you upload with the same name.
  • You can add files only if your accountant has assigned you appropriate permissions from within Onvio. For more information on shared file permissions, contact your accountant.
  • Larger files may take several minutes to upload.