Clients can receive a notification when an admin shares a file with them through the Client Portal. Notifications are available in the web portal and the branded mobile app.
Share a file
Open the contact’s Files section, choose Upload to Client Portal, and save the shared file. That sharing action triggers a notification for the contact through their enabled channels.
Client notification preferences
Clients can manage file-sharing notifications in Settings → Notification Preferences. Supported channels are in-app notifications and push notifications.
Push delivery depends on the client enabling those notifications. A shared file remains available in the portal for the client to open.
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