Blueleaf

Blueleaf Support Center

Setting up alerts for document uploads

Last Updated: May 17, 2017 12:43PM EDT
1. Access the alerts page by clicking the icon at the top of your dashboard




2. 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:

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