Setting up alerts for document uploads

This article will show you how to enable alerts for document uploads. Here, clients can receive an email to notify them about new document uploads. Emails are also sent to advisors, if clients upload new documents themselves. Below is what the email might look like:

To set this up, first access the alerts page by clicking the Alerts link at the top of your dashboard 

Then, click alert settings on the left

From here, you'll have a few options to customize your document notifications:

Send a notification when a document is uploaded to the client folder:

This setting controls if notifications are sent, when you upload any file directly to a client's folder. It also controls if you receive a notification when clients upload a file to their folder. Here you have 3 options:

• Always: Send a notification each time a new file is uploaded

• Prompt each time: When you upload a file, you are given a choice whether to send a notification:

  
  

  

  
  
• Never: Uploading files will not send any notifications

Notify clients for report uploads

This setting controls if notifications are sent to clients when PDF reports are uploaded, either using the Report Center or when generating individual reports. You can turn this setting on or off.

Notify clients for invoice uploads

This setting controls if notifications are sent to clients when invoices are uploaded using Blueleaf Billing. You can turn this setting on or off.

Notify clients for uploads to the shared folder

There's a special folder set up to allow you to share documents with all clients. This setting controls if notifications are sent to all clients when you upload a new document. Here you also have 3 options to control the behavior of notifications.