Release notes for Onvio mobile apps

Client Centre Mobile App

The Introduction to Client Centre article now includes a segment on how to use the Client Centre mobile app.

Account settings

The account settings page was relocated to make it easier to find.

Tasks

• The task list has been redesigned to display all tasks that need to be completed for all related clients.
• The eSignature process has been redesigned and now includes the option to select a generated signature style.

Documents

• The list and folder options were relocated to make them easier to find.
• You now have the option to display all documents for all related clients.

Annotations

You can now add and edit annotations on PDF documents in the mobile app.

Folder groupings

The Onvio Documents mobile app now honors the User Preference setting for Client Documents Folder Groupings made in the Onvio web application.

Document Request redesign

We refreshed the look of Document Requests and Organiser tasks.

Client Centre mobile app - Mobile scanning

The Scan From Device button in the Onvio Client Centre web application sends a notification to your client's device linked with the Client Centre mobile application. Your client can scan immediately after tapping on the notification.

Client Centre app - Document approvals

Clients can now complete eSign and document approval tasks from within the mobile app.

Onvio Documents mobile app - document approvals

Use the mobile app to view the status of document approvals that you sent to contacts.

Onvio Documents mobile app - upload documents

You can upload documents from any screen on the mobile app.

Note: If you are viewing the All Documents screen, you have to set a destination during the final step of the upload process.

Client Centre mobile app - firm logo update

When you upload your firm's logo in Onvio Centre > Setup > Firm Settings, the logo will be displayed on the Client Centre mobile app's login page.

Note: Your logo won't be displayed on the login page for new clients until after they log in for the first time.

Client Centre mobile app - support for password-protected PDFs

The app now supports viewing password-protected PDFs.

Client Centre mobile app - updated operating system support

The app now supports Android OS 5.0 Lollipop (API 21) and above.

Onvio Documents mobile app - v2.0 for iOS and Android

• We added document communications so you can review and update document status in the mobile app.
• You can now manage folder sharing from within the app, which includes adding relationships and sending Client Centre invitations to existing Onvio contacts.

Client Centre mobile app - password option for document links

Your clients can now add a password to a document link they send from the Client Centre mobile app. The recipient will be asked to enter the password after they click the document link.