Client Portal: File Upload Notifications for Account Admins and Users
Account Admins and Users can now receive in-app notifications whenever a contact uploads a file through the Client Portal.
This update provides teams with instant visibility into new client submissions, allowing them to review documents, complete approvals, manage onboarding, and advance document-based workflows without the need to manually check for uploads.
Receive Notifications for Client File Uploads
When a contact uploads one or more files through the Shared Documents section of the Client Portal, the 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.
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 complete, the relevant Account Admins and Users receive an in-app notification.
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 lead to delays or missed submissions. With file upload notifications, the right team members can respond more quickly, collaborate more effectively, and maintain important workflows.
- 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.