📁 Client Portal — File Share Notifications

Contacts now get notified the moment an admin shares a file with them through the Client Portal. Real-time notifications reach them across the Client Portal (Web) and the White Label mobile app — so newly shared documents never slip through the cracks. Contacts stay in control, too, and can manage these notifications right from their Client Portal preferences.

When an admin shares a file with a contact through the Client Portal, the contact automatically receives a notification letting them know a new file is available.

Contacts can decide whether to receive notifications for shared files by updating their notification preferences within the Client Portal.

Keep clients informed whenever important documents, contracts, invoices, or other files are shared — reducing missed updates and improving the overall client experience.

Once the file is shared, the contact receives an in-app notification and, if enabled, a push notification.

Businesses frequently share important files with clients through the Client Portal, but previously clients had no automatic notification that a new document had been shared. With file share notifications, clients are immediately informed when new files become available — improving visibility, reducing missed communications, and creating a more seamless client experience.