Enabling Email Notifications for Collaborators (Trusted Advisors / Managers)

Modified on: Fri, 3 Mar, 2023 at 2:43 PM

If you are collaborating with 3er parties, now they can also get email notifications about uploads on folder they have access to.

Trusted Advisors and Managers can get email notifications when documents are uploaded to the folders they have access. To manage these notifications preferences, each user can follow these steps:

Step 1: If you are inside a vault, click "Return To Portal" in the top-left corner.

Enabling email notifications for Trusted Advisors

Step 2: Click on your name in the top right corner and select Account Setting. 

Step 3: Click Notifications and enable "Received email when documents are uploaded to All Documents" then click Update.

Warning! Please note, that the Notifications option won't be available if you are inside a vault and going direct to the Account Settings. Users must be on the main portal page to manage these preferences.
Info! TA / Managers that enable these notifications will get an email for each document uploaded. If the Collaborator doesn't have access to the Unfiled section they won't get any notifications, even if they have enabled them on their preferences.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.