Notification triggers

Account

Trigger: 10 consecutive failed sign in attempts.
Recipient: user whose account is locked.
Type: email, within Onvio, and mobile push

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.

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

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

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

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

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

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

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

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

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

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

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

Trigger: staff member adds files to a shared folder.
Recipient: contacts with access to the shared folder.
Type: email and within Onvio

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

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

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

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