Add files and folders
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Hide expandable textWhen you create an Advisory Documents project in Onvio Advisory, any files or folders specified in the Document Folder Option will automatically be added for your client.
Files and folders can also be added after the project is created, click the links below to learn more.
- Upload various types of files.
- Add scanned documents.
- Create Microsoft Word documents for a project.
- Create Microsoft Excel spreadsheets for a project.
- You can drag and drop emails from desktop Microsoft Outlook into Onvio Documents to quickly upload an .MSG file.
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