Client Portal – Shared File Notifications for Clients

/in ,
Clixio Notifications for File Sharing

Clixio now notifies contacts when a subaccount admin shares a file with them via the Client Portal.

Contacts receive real-time notifications through the Client Portal and the White Label mobile app, ensuring they never miss newly shared documents. They can also manage these notifications through their notification preferences in the Client Portal.

What’s New? / Key Features / Benefits

  • File Share Notifications for Contacts

When an admin shares a file with a contact through the Client Portal, the contact will automatically receive a notification informing them of the new file.

  • Manage Notification Preferences

Contacts can decide whether to receive in-app and push notifications for files shared with them by updating their notification preferences in the Client Portal.

  • Available Across Platforms

File share notifications are supported on:

  1. Client Portal (Web)
  2. White Label Mobile App

Enhance Client Communication

Keep clients informed whenever important documents, contracts, invoices, or other files are shared. This helps reduce missed updates and improve the overall client experience.

  1. Share a File with a Contact
  2. Navigate to a contact.
  3. Open the Files section from the right-side navigation panel.
  4. Upload or select a file.
  5. Enable the ‘Upload to Client Portal’ option.
  6. Save the file.
  7. Once the file is shared, the contact will receive an in-app notification and, if enabled, a push notification.

Managing Notification Preferences (Client)

  1. Log in to the Client Portal.
  2. Navigate to Settings → Notification Preferences.
  3. Enable or disable in-app and push notifications.
  4. Save your preferences.

Businesses often share contracts, invoices, onboarding documents, and other important files with clients through the Client Portal. Previously, clients did not receive automatic notifications about newly shared documents.

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.

image
image