Configure notifications that are sent by Onvio

Onvio Center enables you to configure notifications that are sent to clients or staff when certain events occur. These notifications include email messages, mobile push notifications, and notifications within Onvio Center itself.

To configure notifications, click Setup and choose Notifications under the Onvio Settings column.

Styling tab

In the Styling tab, you can configure global attributes that are shared by all notification email messages by default, such as the sender name, sender email address, and the message header and footer.

You can choose to use a different sender name and/or sender email for any email notification. Select the notification on the Wording tab and turn off global addresses for that notification.

Wording tab

In the Wording tab, you can configure the notifications that are triggered by various events in Onvio Center.

  1. Select an event from the Account, Documents, or User Activation lists on the left.
  2. Compose the text you want sent for each type of notification that is related to the selected event.
  3. Use variables to insert information such as recipient names, folder names, and file names. See the tables below.
  4. Test each message by clicking Send Test.
  5. Click Save.

Note: Link buttons may not function properly when accessed through the web interface of some email services. If users have trouble registering accounts or resetting passwords, the [REGISTRATION LINK] or [PASSWORD RESET LINK] variable may yield better results.

The appropriate link variables are built into the default templates, but if you are creating or editing a customer template, you may wish to add the appropriate link variable manually.

Global variables

Item Variable text
Firm name [FIRM NAME]
Portal login page [PORTAL LOGIN PAGE]
Recipient first name [RECIPIENT FIRST NAME]
Recipient last name [RECIPIENT LAST NAME]
Sender email address [SENDER EMAIL ADDRESS]
Sender first name [SENDER FIRST NAME]
Sender last name [SENDER LAST NAME]
User login ID [USER LOGIN]
User type [USER TYPE]

Account template variables

Item Variable text
Account Locked
Unblock login link [UNBLOCK LOGIN LINK]
Login block expiration [LOGIN BLOCK EXPIRATION]
Forgotten Password
Password reset link [PASSWORD RESET LINK]

Documents template variables

Item Variable text
Client Sends Document Links
Expiration period [EXPIRATION PERIOD]
File names [FILE NAMES]
Recipient Submits Response to Request
Request subject link [REQUEST SUBJECT]
Client [CLIENT]
Staff Adds Request
Request details [REQUEST DETAILS]
Due date [DUE DATE]
View request [VIEW REQUEST]
Staff Sends Document Links
Expiration period [EXPIRATION PERIOD]
File names [FILE NAMES]
Staff Shares Folder - Contributor / Owner / Reviewer*
Folder name [FOLDER NAME]
Staff or Client Adds Files*
Folder name [FOLDER NAME]
File names [FILE NAMES]
Staff or Client Adds New Folder*
Subfolder name [SUB FOLDER NAME]
Folder name [FOLDER NAME]

* These notifications can be disabled. See Disable client notifications for more information.

User Activation template variables

Item Variable text
Client Center Registration
Registration link [REGISTRATION LINK]
Staff Registration
Registration link [REGISTRATION LINK]

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.

Internal Employees: Submit HHTC feedback

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