📢 File Upload & Share Notifications for Client Portal
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Shanna Raper
Help improve communication and workflow visibility! I’m proposing a feature that sends real-time notifications to internal users when a client uploads a file to their portal and alerts clients when an internal user shares a file with them.
Why it matters:
*No more guessing if a client has submitted required documents.
*Keeps internal teams informed and responsive.
*Provides clients with immediate awareness when new files are available for them.
*Reduces delays and missed communications on both sides.
If you’ve ever waited on a file or needed to confirm a document drop-off, you know how valuable this would be. Let’s streamline the process and make file exchanges seamless for everyone!
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Jono Slade
How is this not setup! This should have been part of the MVP. Myself and clients are expected to check every clients contact record for uploaded file manually? Please expedite this
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Davit Kikvadze
This is a very, very important thing. I have a client (a travel company) that needs this feature.