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If you're not receiving email notifications when clients upload documents in Onvio Client Center, follow these steps to check which setting needs to be adjusted.

Check the notification template

1. In Onvio Center, go to Setup, select Notifications, and then the Wording tab.
2. Expand Documents, then select Client Adds Files.
3. Make sure Notification by email is turned on.
4. Select Send Test to ensure you receive an email notification.
5. Select Save when you're finished.

Check staff members assigned to the client

1. In Onvio Center, go to Setup.
2. Select Clients.
3. Select Edit next to the client in the list.
4. In the General tab, check if a staff member is assigned as the Partner, Manager or Associate.
5. If no one is assigned, select a staff member as Partner, Manager or Associate.

   Whoever is assigned will receive the Client Adds Files upload notifications, instead of the firm administrator.

6. Select Save when you're finished.

Test uploading document in Client Center

1. In Onvio Center, go to Setup.
2. Select Clients.
3. Select Edit next to the client in the list.
4. In the Client Center Access tab, select Show Details.
5. Select View Client Center as 'Name of client'.
6. In Client Center, select Documents.
7. Choose Add, then upload a test document to check if you receive a notification email.

Check in-app notifications

1. In Onvio Center, select your initials.
2. On the panel, see if you have any items in the Notifications tab.

Files uploaded via Document Requests

• When a client uploads files in Client Center in response to a Document Request task:
  • A notification that a Document Request was completed is sent to the staff member who sent the Document Request.
  • The notification uses the Recipient Submits Response to Request template from the Documents section on the Wording tab of the Notification setup screen.
  • In this scenario, a separate notification using the Client Adds Files template is not sent to the firm administrator, partner, manager or associate.
• When a client uploads files in response to a Document Request that is sent via email:
  • A notification that a Document Request was completed is sent to the staff member who sent the Document Request.
  • The notification uses the Recipient Submits Response to Request template from the Documents section on the Wording tab of the Notification setup screen.
  • In this scenario, a separate notification using the Client Adds Files template is not sent to the firm administrator, partner, manager or associate.

Files uploaded via tax questionnaire

Onvio sends a notification that a tax questionnaire was completed in Client Center to the manager and/or associate assigned to the client. If neither are set up, the firm administrator receives the notification.

• When a client completes a tax questionnaire, Onvio does not send an email to a partner, if one is assigned.
• A separate notification using the Client Adds Files template is not sent to the firm administrator, partner, manager or associate.

Notifications

Disable client notifications.