Client Portal - Shared File Notifications for Clients

Modified on Mon, 6 Jul at 4:00 AM

Summary of the Release

The platform now notifies contacts when an account admin shares a file with them through the Client Portal. Contacts receive real-time notifications across the 
Client Portal and White Label mobile app, ensuring they never miss newly shared documents. Contacts can also manage these notifications through their Client Portal notification preferences.

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 that a new file has been shared.

Manage Notification Preferences

Contacts can choose whether to receive In-app & Push notifications for files shared with them by updating their notification preferences within the Client Portal.

Available Across Platforms

File share notifications are supported on:

Client Portal (Web)
White Label Mobile App

Improve Client Communication

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

 How to Use?

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

Manage Notification Preferences (Client)

Log in to the Client Portal.
Navigate to Settings → Notification Preferences.
Enable or disable In-app & Push Notifications.
Save your preferences.

 Why This Feature?

Businesses frequently share contracts, invoices, onboarding documents, and other important files with clients through the Client Portal. Previously, clients had no automatic notification that a new document had been shared.

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.