Overview
Contacts now get notified the moment an admin shares a file with them through the Client Portal. Real-time notifications reach them across the Client Portal (Web) and the White Label mobile app — so newly shared documents never slip through
Details
Contacts now get notified the moment an admin shares a file with them through the Client Portal. Real-time notifications reach them across the Client Portal (Web) and the White Label mobile app — so newly shared documents never slip through the cracks. Contacts stay in control, too, and can manage these notifications right from their Client Portal preferences. # ✨ What’s New 🔔 File Share Notifications for Contacts When an admin shares a file with a contact through the Client Portal, the contact automatically receives a notification letting them know a new file is available. 
⚙️ Manage Notification Preferences Contacts can decide whether to receive notifications for shared files 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 🤝 Improved Client Communication Keep clients informed whenever important documents, contracts, invoices, or other files are shared — reducing 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 receives 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 important files with clients through the Client Portal, but 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. 📝 Notes - Notifications are triggered when an admin shares a file with a contact through the Client Portal. - Contacts can manage notification preferences from the Client Portal settings. - Supported notification channels: In-app Notifications and Push Notifications. - Available on both the Client Portal (Web) and White Label Mobile App.
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