Client Notifications

Notifications are sent to the accounts (as well as employees) when events occur on the portal. These are managed from with the Portal Admin.

The Notifications button allows you to subscribe the account/s and/or employee/s who will receive notifications about this client, for example when a document has been uploaded. If an employee(s) has already been set as the "Default Recipient" of notifications, it is not necessary to add an employee to every client. 

To set who will receive notifications for a particular client, select the client and choose the Accounts or Employees tab the select the appropriate accounts or employees.

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