Account Admins and Users can now receive in-app notifications whenever a contact uploads a file through the Client Portal.
This update gives teams instant visibility into new client submissions, helping them review documents, complete approvals, manage onboarding, and move document-based workflows forward without manually checking for uploads.
What’s New?
Receive Notifications for Client File Uploads
When a contact uploads one or more files through the Shared Documents section of the Client Portal, relevant Account Admins and Users will automatically receive an in-app notification.
Clients can upload up to 10 files at a time.
Manage Notification Preferences
Account Admins can control which staff members receive file upload notifications at the Subaccount level.
To manage these preferences:
- Navigate to Settings → My Staff.
- Select the staff member.
- Open Notification Settings.
- Under Client Portal Notifications, enable or disable Notify when a contact uploads a file in the Client Portal.
- Save the changes.
How It Works
When a client uploads a file:
- The client logs in to the Client Portal.
- They navigate to Shared Documents.
- They click Share File.
- They upload one or multiple files.
- Once the upload is completed, the relevant Account Admins and Users receive an in-app notification.
Why It Matters
Client-uploaded documents often require timely action, such as reviewing contracts, verifying identity documents, processing onboarding paperwork, or approving project deliverables.
Previously, teams had to manually monitor the Client Portal for new uploads, which could result in delays or missed submissions. With file upload notifications, the right team members can respond faster, collaborate more effectively, and keep important workflows moving.
Important Notes
- Notifications are triggered only when a contact uploads files through the Client Portal Shared Documents experience.
- Notification preferences are managed individually for each staff member.
- Preferences are configured at the Subaccount level under Settings → My Staff → Notification Settings.
- The currently supported notification channel is in-app notifications.