Use Advisory Projects or Advisory Documents Templates

When you open a project or binder in Onvio Advisory, you can add, delete, upload, or download files for your client.

To open a project or a binder in Advisory, click the Projects tab or Setup > Advisory Documents Templates, and then click the project or binder.

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?