Get started with Onvio Advisory

Before you begin working in Onvio Advisory, you'll need to complete the following tasks in Onvio Center.

  1. Set up permission groups for your staff.
  2. Add a contact.
  3. Add a project template, if one isn't already available.
  4. Add a project for your contact.

Additional tasks to complete before you begin include:

  1. Install Onvio Link.
  2. Install the Microsoft Office add-ins for Word and Excel.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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