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Common

Notification triggers

Certain actions or events trigger specific notifications in Onvio.

Account

Account locked
  • Trigger: 10 consecutive failed sign in attempts.
  • Recipient: user whose account is locked.
  • Type: email, within Onvio, and mobile push
Login updated
  • Trigger: user updates their sign in information in the
    View Profile
    Account
     tab.
  • Recipient: the user who updated their account.
  • Type: email, within Onvio, and mobile push.
Multi-factor authentication updated
  • Trigger: user changes their multi-factor authentication settings in the
    View Profile
    Multi-factor Authentication
     tab.
  • Recipient: the user who updated their settings.
  • Type: email, within Onvio, and mobile push.

Billing

Invoice
  • Trigger: a staff member sends an invoice from
    Time & Billing
    Billing
    Review Invoices
     tab.
  • Recipient: client's billing contact, if existing; otherwise the client.
  • Type: email and mobile push
With our payment received notification, the staff member that creates your invoices will be notified when your client has made a Stripe payment. Utilize this new feature by enabling the new notification in setup.
Statement
  • Trigger: a staff member sends a statement from
    Time & Billing
    Billing
    Statements
     tab.
  • Recipient: client's billing contact, if existing; otherwise the client.
  • Type: email and mobile push

Client Center

Client document
  • Trigger: a staff member sends a tax return to a client via Client Center.
  • Recipient: contact with access to the Client Center where the return was sent.
  • Type: email and mobile push
Tax questionnaire
  • Trigger: sent when the tax questionnaire is delivered to Client Center.
  • Recipient: contact with access to the Client Center where the questionnaire was sent.
  • Type: email and mobile push
Tax questionnaire completion
  • Trigger: sent when the client selects
    Mark as Complete
     on the last page of the questionnaire.
  • Recipient: The Manager and/or Associate assigned to the client. If there is no Manager or Associate assigned, the Onvio Firm administrator receives the notification.
  • Type: email

Documents

Client adds files
  • Trigger: client adds files to a shared folder in Onvio Client Center.
  • Recipient: Partner, Manager and/or Associate assigned to the client. If there is no Partner, Manager, or Associate assigned, the Onvio Firm administrator receives the notification.
  • Type: email, within Onvio, and mobile push
Client sends document links
  • Trigger: client emails links to files stored in the
    Documents
     tab.
  • Recipient: user receiving the link. The email address comes from
    Client Center
    Documents
    My Documents
    Manage
    Send
    Send To
     field.
  • Type: email
Recipient submits response to approval
  • Trigger: user approves or rejects a file via an approval request. Staff can request approvals in the
    Communications
     tab.
  • Recipient: staff member who created the approval request.
  • Type: email, within Onvio, and mobile push
Recipient submits response to request
  • Trigger: user uploads a file in response to a document request.
  • Recipient: staff member who added the request.
  • Type: email, within Onvio, and mobile push
Staff adds approval
  • Trigger: staff member adds a new document approval in the
    Communications
     tab. Staff can choose
    Resend Email
     on an existing approval request to send the notification again.
  • Recipient: user receiving the request. The email address comes from the
    Recipients
     field in the
    Add Approval Request
     screen.
  • Type: email and mobile push
Staff adds files
  • Trigger: staff member adds files to a shared folder.
  • Recipient: contacts with access to the shared folder.
  • Type: email and within Onvio
Staff adds request
  • Trigger: staff member adds a new document request in the
    Communications
     tab. Staff can choose
    Resend Email
     on an existing approval request to send the notification again.
  • Recipient: user receiving the request. The email address comes from the
    Recipients
     field in the
    Add Document Request
     screen.
  • Type: email
Staff sends document links
  • Trigger: staff member emails links to files stored in the
    Documents
     tab.
  • Recipient: user receiving the link. The email address comes from the
    Recipients
     field in the
    Send Document
     screen.
  • Type: email

User activation

Client Center registration
  • Trigger: client who was granted 1040 Tax Organizer or Client Center access.
  • Recipient: staff member enables 1040 Tax Organizer or Client Center for a client in
    Setup
    Clients
    Edit
    Client Center Access
     tab.
  • Type: email
Staff registration
  • Trigger: staff member enables Onvio Access for a staff member in
    Setup
    Staff
    Edit
    Onvio Access
     tab.
  • Recipient: staff who was granted Onvio Access.
  • Type: email

This article applies to:

  • Product: Onvio
  • Audiences: Client