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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NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
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!
Media management can be a hassle. You might make a mistake when organizing your media and delete the wrong file. If this happens to you, don’t worry! With this update, deleted files are held in the Trash for 30 days, giving you a second chance to recover them.
Introducing a groundbreaking enhancement to our CRM: the ability to enable multi-file upload on forms. Now, streamline your file management with the convenience of uploading and organizing multiple files effortlessly, ensuring a more efficient and controlled experience for your small business needs.
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