Can we notify a client when they upload there documents?

TaxDivaTaxDiva Posts: 30 ✭✭

Clients want to know if we got their documents after they have uploaded them into canopy. They will call & email to verify. Is there anyway we can send them a notifications that we did receive them?

Can we notify them of their process as well?

Answers

  • Jena_PoseyJena_Posey Posts: 8

    I believe when organizing the files in their portal you have the option to "make visible in client portal" this would send the client a notification. If they upload the documents to a "client request" there is a comment section where you could let them know that they were received and the client would receive that notification.

  • TaxDivaTaxDiva Posts: 30 ✭✭

    They upload it on their own not to a client request so I don't have the capability to send the notification. That is only when I upload their documents from my computer if they have dropped them off.

  • Jena_PoseyJena_Posey Posts: 8

    Even if they just upload directly to their portal, it shows up in your file inbox to organize. Upon organizing and placing int he correct portal folder you are given the option to make it visible in the portal which will notify the client.

  • TaxDivaTaxDiva Posts: 30 ✭✭

    @Jena_Posey
    I will try that. Thanks

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