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Workpaper Dashboard

Use the Onvio Documents portlet

For licensed users of Onvio Documents and Accounting CS with the Workpapers service enabled
The Onvio Documents portlet in Accounting CS enables you to access and save documents from Onvio directly into the engagement binder.
  1. Open the Onvio Documents portlet in the Workpapers Dashboard.
  2. Select
    Login
      to sign in to Onvio Documents.
  3. Select an Onvio client from the dropdown in the
    Client
     field.
  4. Double-click the folder to move down a level and use the following toolbar commands to navigate in the folder structure in Onvio Documents from within in the Onvio Documents portlet. Commands include:
    • Refresh
    • Return to base folder
    • Move up a folder level
    • Save
    • Page through items
  5. Select a document, then select
    Save
     on the toolbar.
  6. When the Add Workpaper wizard opens, enter a workpaper reference number, and if necessary, update other information for the document in the
    Workpaper Properties
     window such as target location, name, roll forward treatment, assignment, and so forth.
  7. Select
    OK
     to close the window and insert the workpaper into the engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers