Email Notifications for Invoices, Estimates, and Contracts

When you share a document through the portal, the system can automatically email the customer.

How it works

An email goes out automatically per document type; customers manage their own preferences.

Setting it up (as the account owner)

1. Go to Sites > Client Portal > Settings > Email Settings > Client Portal.
2. Toggle notifications per document type.
3. Preview with the eye icon.
4. Select or edit the default template per category.

What customers control

Client Portal > Settings > Email Notification Settings — documents stay accessible in the portal regardless of email opt-out.