Default document delivery method

You can set a default document delivery method at the firm level, which is then applied to all new clients you create in Onvio. The method you select is the default method for documents generated for clients from Onvio, such as invoices and statements.

The following methods are available.

  • Download file: Documents are downloaded as PDFs that you can then send to clients via email or other methods.
  • Email: Documents are attached to email messages addressed to clients.
  • Client Center: Documents are sent to Client Center for the client to access (invoices only).
  • Documents: Documents are sent to the Documents area.

You can override the default document delivery method for any client.

Set the firm default document delivery method

  1. Choose Setup > Firm Settings.
  2. Click the Document Delivery tab.
  3. For each item in the left column (such as Invoices), mark the box for the delivery method that should be the default for new clients.
  4. Click Save.

Set a client's default document delivery method

You can override the firm-wide default setting at the client level.

  1. Choose Setup > Clients.
  2. Click the Edit button next to the client you want to modify.
  3. Click the Document Delivery tab.
  4. For each item in the left column (such as Invoices), mark the box for the delivery method that should be the default for the selected client.
  5. Click Save.

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