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Map folders to Onvio documents

You can print documents such as reports, financial statements, letters to Onvio Documents, part of the Thomson Reuters web-based Onvio application. Do the following to create custom folder structures for different document type categories in preparation for printing documents to Onvio Documents.
  1. Select
    Setup
    Onvio Documents
    Login Information
     to establish a connection between the application and Onvio Documents.
  2. Select
    Setup
    Onvio Documents
    Folder Mapping
     to open the
    Onvio Documents Folder Mapping
     window.
  3. Select the tab that corresponds to the category for the document types that you're mapping to Onvio Documents. For example, various accounting-based checks and reports will use the
    Accounting
     tab, while various
    workpapers-based reports and engagement binders will use the
    Workpapers
     tab.
  4. For each folder level (Level 1 Name, Level 2 Name, etc.), select the value type (
    Text
     or
    Variable
    ) and the value, which varies based on the value type you selected.
  5. If the value you selected is a date variable, you can select a date format (for example, m/d/yyyy) from the
    Date Format
     dropdown.
  6. To add a folder level, select
    Add
     at the end of the row. To delete the current folder level, select
    Delete
    .
  7. You can optionally mark the
    Display Mapping Dialog at Print
     checkbox.
  8. Select
    OK
     to apply your changes and close the
    Onvio Documents Folder Mapping
     window.

This article applies to:

  • Product: Workpapers CS