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Setup

Turn off notifications

You can turn off some client notifications on the message templates for those notifications.

Before you start

Make sure you're assigned to a permission group that has
Client Notifications
 enabled.

Turn off notifications

  1. In Onvio Center, go to
    Setup
     and then select
    Notifications
    .
  2. In the
    Wording
     tab, select the template you want to turn notifications off for.
  3. Turn the notification switch off.
    • In some templates, you may turn off mobile push notifications, notifications within Onvio, or notifications by email.
  4. Select
    Save
     when you're finished.

Turn off document uploaded notification

You can turn off notifications to prevent clients from receiving emails when staff upload documents in Onvio. This includes clients who are not registered for Client Center.
  1. In Onvio Center, go to
    Setup
     and then select
    Notifications
    .
  2. In the
    Wording
     tab, select
    Documents
    .
  3. Select
    Staff or Client Adds Files
    , then turn
    Notifications by email
     off.
  4. Select
    Save
     when you're finished.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff