When you share an important file with a customer, you do not want it sitting unnoticed in their portal. This CRM feature sends a notification as soon as a file is shared, helping customers spot documents like invoices, contracts, or forms quickly and giving you fewer follow-up headaches.

📌 Why This Matters

If customers miss shared files, it can slow down approvals, payments, onboarding, or other next steps. With notifications turned on, they get a heads-up right away through the web portal and mobile app, so communication feels clearer and more timely. Customers can also choose their own notification settings, which helps them stay informed in the way that works best for them.

✨ What’s New

• File share notifications: Customers receive an alert when you share a file with them through the CRM portal.
• Notification preferences: Customers can turn in-app and push notifications on or off inside their portal settings.
• Works across platforms: Notifications are available in the web portal and mobile app, making shared documents easier to catch wherever customers check in.
• Better communication: Important files like contracts, invoices, and documents are less likely to be missed.

🛠️ How to Use It

1. Step 1: Open the customer record inside your CRM.
2. Step 2: Go to the Files section in the side panel.
3. Step 3: Upload a file or choose one you already have.
4. Step 4: Turn on the option to share or upload it to the customer portal.
5. Step 5: Save the file so it becomes available to the customer.
6. Step 6: The customer will receive an in-app notification and, if enabled, a push notification.
7. Step 7: Customers who want to adjust alerts can log in to the portal, open notification preferences, and choose whether to receive in-app or push notifications.

💡 Pro Tip

Use file notifications for estimates, invoices, and signed documents so customers respond faster and deals or payments keep moving without extra reminders.