Video library

Select the following links for video demonstrations of Onvio features.

Set up Onvio

How to install Onvio Link (2 minutes)

Introduction to Client Centre (13 minutes)

How to create client relationships (2.5 minutes)

How to install the Thomson Reuters Authenticator mobile app for Android devices (1.5 minutes)

How to install the Thomson Reuters Authenticator mobile app for iOS devices (1.5 minutes)

Customise Onvio

How to customise the appearance of Onvio Client Centre (3 minutes)

Offices, staff, clients, and contacts

How to create a permission group (2 minutes)

How to view staff notifications (2 minutes)

Introduction to Client Centre (7 minutes)

How to view Client Centre as a staff member (2.5 minutes)

How to create client relationships (2.5 minutes)

How to edit client details (1.5 minutes)

How to search for a client (1 minute)

How to eSign documents from my accountant (client-facing video) (4.5 minutes)

How to upload files to a specific client (1.5 minutes)

How to submit an SA100 for eSignature in Personal Tax (3.5 minutes)

Documents

How to add comments to folders and files (2 minutes)

How to create folders at the client level (1.5 minutes)

How to download and sync files to Onvio (2.5 minutes)

How to move a subfolder or file (3 minutes)

How to print to Onvio (2.5 minutes)

How to rename folders and files (1.5 minutes)

How to review deleted files (1 minute)

How to securely send documents (2.5 minutes)

How to share a folder (2 minutes)

How to unshare a folder and subfolders (1 minute)

How to upload files from Box (2 minutes)

How to upload files from Google Drive (1.5 minutes)

How to upload files to a specific client (1.5 minutes)

How to eSign documents from my accountant (client-facing video) (4.5 minutes)


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