Open or preview files

Advisory Documents makes it easy to securely open or preview your advisory files from any internet connection.

  • Preview documents in a preview screen that is launched from the application.
  • From the preview screen, you can choose to download the file in its native application or as a PDF.
  • Open and the following Manage menu options are available during document preview:
    • Download
    • Move
    • Copy
    • Delete
  • When Onvio Link is installed, you can click a document link in the list to open the document locally. You can then edit the selected document in its native application, and sync your changes back to the Advisory Documents project when you're finished.
Notes
  • You need to have Onvio Link installed to open a document in the Advisory Documents project.
  • You need to have Microsoft Office add-ins installed to insert Onvio variables in Word or Excel files.
  • When a document is currently open, a Lock  icon appears next to the Document in the Advisory Documents project. (Select Manage, then Unlock to release the selected lock.)

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