Configure notifications
Before you start
Make sure you're assigned to a permission group that has
Notifications
enabled.View and edit notifications
To configure notifications, select
Setup,
then Notifications
.You can customize notifications triggered by various events in Onvio on the Wording tab. These notifications include email messages, mobile push notifications, and notifications within Onvio itself.
Example
Use notification variables for specific items such as recipient names, folder names, and file names. Variables automatically insert these items for each customer so that you don't need to manually enter them.
Edit default email attributes
You can edit several default global attributes shared by all notification email messages on the Styling tab:
- Sender Name
- Reply To Email
- Message Header and Footer
The text you enter in each field will only appear in an email when that field is included in a notification template.
You can choose to use a different Sender Name and Reply To Email address for any email notification. To do this, turn off
Use Global Addresses
on the Wording screen. You can then manually enter the Sender Name and Reply To Email address.Not all notifications in the Documents section of the Wording screen have the Use Global Addresses function. The only notifications in Documents that have Use Global Addresses are Client Adds Files and Staff or Client Adds Files.
Internal use only
The CC email and BCC email fields are not currently enabled for any templates, and any content users enter in those fields will not be used.
If a user happens to change their login email address via Onvio Web AND they have either the Documents or Client Center mobile app installed, they will stop getting push notifications until they log out of the mobile app(s) and then log back in with the new login email address.