Account admins and users can now receive in-app notifications when a client uploads a file through the client portal.

What’s included

• In-app notifications for file uploads: When a contact uploads one or more files in Client Portal → Shared Documents, the relevant account admins and users receive an in-app notification automatically.
• Upload limit: Clients can upload up to 10 files at a time.

Manage notification preferences

Account admins can choose which staff members receive these notifications at the subaccount level.

1. Go to Settings → My Staff.
2. Select a staff member.
3. Open Notification Settings.
4. Under Client Portal Notifications, enable or disable the option to notify when a contact uploads a file in the client portal.
5. Save your changes.

How it works

1. The client logs in to the client portal.
2. They open Shared Documents.
3. They select Share File and upload one or more files.
4. After the upload completes, the relevant admins and users receive an in-app notification.

Why this matters

Uploaded documents often need timely follow-up, such as reviewing contracts, verifying documents, or completing onboarding steps. Notifications help teams respond sooner without checking the client portal manually.

Notes

• Notifications trigger only for uploads made in the client portal Shared Documents area.
• Each staff member’s preferences are managed individually.
• The only supported notification channel at this time is in-app notifications.