Release summary

Leadli now notifies contacts when a subaccount admin shares a file with them through the Client Portal. Contacts receive real-time notifications in the Client Portal and the White Label mobile app, so they do not miss newly shared documents. Contacts can manage these notifications in their Client Portal notification preferences.

What’s included

• File share notifications for contacts: When an admin shares a file with a contact through the Client Portal, the contact automatically receives a notification that a new file is available.
• Notification preferences: Contacts can choose whether to receive in-app and push notifications for shared files by updating their notification preferences in the Client Portal.
• Available across platforms: Supported on Client Portal (web) and White Label Mobile App.

Why this matters

Businesses often share contracts, invoices, onboarding documents, and other important files through the Client Portal. Without notifications, clients may not know when a new document has been shared. These notifications improve visibility and help reduce missed updates.

How to use

1. Share a file with a contact
   1. Go to a contact.
   2. Open the Files section from the right-side navigation.
   3. Upload or select a file.
   4. Enable Upload to Client Portal.
   5. Save the file.
   6. The contact will receive an in-app notification and, if enabled, a push notification.
2. Manage notification preferences (client)
   1. Log in to the Client Portal.
   2. Go to Settings → Notification Preferences.
   3. Enable or disable in-app and push notifications.
   4. Save your preferences.