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.