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What is a Daily Digest Notification?

You can now setup a Daily Digest, a Document notification email for your firm and clients. The email be sent by Onvio approximately 5 am local time and will contain a summary of all documents uploaded by either clients or staff from the previous day. This feature aims to significantly reduce the number of notification emails sent and help manage notifications.

Setting up Daily Digest

To set up Daily Digest notification, select Setup, then Onvio Settings, select Notifications. You will see Client Notifications page.

Styling tab: You can customize email sender name and email. For staff, the daily digest email will be sent to firm's registered email address. To include additional staff on the daily digest emails, you can add their email address in the cc and bcc lines.

Wording tab: There are two Document templates that can be customized with Digest Subject, Digest Header, Body, and Digest Footer fields. You can choose to customize the template or use the default template by clicking on “Restore Default” button.

Client Adds Files template: Under the Notification Frequency, toggle on Daily Digest. This will send emails to firm with client Document uploads.

Staff or Client Adds Files template: Under the Notification Frequency, toggle on Daily Digest. This will send emails to clients with firm Document uploads.

Default Document Template: Client Adds Files

Hi [CONTACT NAME],

New documents have been uploaded to Onvio.

[SENDER FIRST NAME] [SENDER LAST NAME] has added the following files to [CLIENT NAME folder:

[FILE NAMES]

Default Document Template: Staff or Client Adds Files

Hi [CONTACT NAME],

New documents have been shared to your Client Center Portal from [FIRM NAME].

[SENDER FIRST NAME] [SENDER LAST NAME] has uploaded the following files to [FOLDER NAME] folder:

[FILE NAMES]