File Share Notifications in the Client Portal
Automatically notify clients when new files are shared through the Client Portal, while giving them control over their notification preferences. See how it works!
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tap Home first. This refreshes the
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our entire library of updates.
Automatically notify clients when new files are shared through the Client Portal, while giving them control over their notification preferences. See how it works!
Trigger workflows automatically when a contact uploads a file through Client Portal Shared Documents, helping you manage files and follow-up actions more efficiently. See how to set it up!
Courses and communities involve numerous customer interactions, making them a significant venue for questions. Adding a convenient way to connect with help is key to maintaining customer satisfaction, and what better way than your Chat Widget!
Your Client Portal helps you centralize the customer experience to a place you have full control over, including Invoices, Estimates, and Contracts. So, managing the notifications you and your customers receive for these events is in your hands.
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