File Share Notifications for Contacts

When you share a file through a contact record, they can be notified automatically.

How to share a file that triggers a notification

1. Open the contact record, go to Files/Documents.
2. Upload or select the file.
3. Enable Upload to Client Portal.

How customers receive the notification

An in-app notification, plus a push notification if they have the mobile app.

Customer control over notifications

Settings > Notification Preferences — toggle In-app and Push independently. Turning off notifications doesn't remove access to already-shared files.