Manage documents and folders in Advisory

You can add or rearrange folders in Advisory Projects or Advisory Documents Templates to help you organize information. You can also download, download as a ZIP file, move, copy, rename, delete, protect, remove the lock, or change the properties for folders and documents.

Add or rearrange folders in Advisory

Note: You can click the vertical border that divides the two panes to show or hide the Folders pane.

  1. In Advisory, click Projects or Setup > Advisory Documents Templates in the menu bar.
  2. Do one of the following to open the project or binder.

    • Mark the checkbox for the project in the list, and click Edit.
    • Click Edit for the project in the list.
    • Click the project's link in the list.
  3. To add a folder, click Folder, enter the name of the folder, and click Save.

    To rearrange folders, drag and drop the folder to a new location in the folders pane.

    To rearrange documents, drag and drop the document to a new folder or location in the folders pane.

Manage documents and folders

  1. In Advisory, click Projects or Setup > Advisory Documents Templates in the menu bar.
  2. Do one of the following to open the project or binder.

    • Mark the checkbox for the project in the list, and click Edit.
    • Click Edit for the project in the list.
    • Click the project's link in the list.

    Note: The features available for managing documents and folders may differ depending on whether you are in Advisory Projects or Advisory Documents Templates.

    • Download: You will find the document in your computer's Downloads folder.
    • Download as ZIP: You will find the ZIP file with the document in your computer's Downloads folder.
    • Move: You can also click the < and > arrows in the Move to panel to navigate to folders, or click Folder to create a folder.
    • Copy: You can select the location for the copy by clicking the < and > arrows in the Move to panel, or click Folder to create a folder.
    • Rename a folder: To rename a document, rather than a folder, edit the document properties.
    • Delete: When you delete a document, you cannot retrieve it.
    • Protect / Unprotect: Protected documents cannot be modified, moved, copied, renamed, or deleted.
    • Remove Lock: A Lock icon appears next to documents that are open.
    • Share folders: Clients can view and download files from Onvio Client Center.
    • Properties: You can update the name, staff assignment, roll forward setting, and whether to delete when finalized.

If you move a folder or document to the Recycle Bin, you can retrieve the folder or document by clicking Recycle Bin, marking the checkbox for the folder or document, and clicking Restore. The folder or document will be restored to the original location in the Folder pane.

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.


Was this article helpful?