Setting up alerts for document uploads

This article will show you how to enable alerts for document uploads.

First, access the alerts page by clicking the Alerts link at the top of your dashboard 


Then, click alert settings on the left


3. To turn on email alerts for document uploads, click the check box for "client shares a document with me"




Now every time a document is uploaded to a client's folder, both you and the client will get an email alerting of the new document:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us