Organizers (Basic): Document upload
In this article, you will learn how document upload works in organizers. Learn how to set a default folder for document uploads in organizer templates, simplifying the upload process for clients and ensuring documents are easy to find in their profiles.
Select upload location
When uploading documents to organizers, your clients are prompted to select a folder for them. They can select any existing folder that has the Client can view and edit access level. However, you can make them skip this step by selecting the folder for upload in the organizer template. Doing this not only simplifies the client's flow but also ensures your team can quickly find the documents in client's profile.
The folder is set up for each organizer template separately. Here's how:
1. Open the desired organizer template from Templates > Firm templates. Click Settings at the top right.
2. Toggle on Customize destination folder for document uploads. In the Folder name field, enter a name. You can use account and date shortcodes. Click Save.
The folder name will appear on the template editing page. Click Edit to change it, or click Unset to reset the default setting.
Now, when your clients upload documents to organizers, they won't be prompted to select a folder, and you will be able to find all the documents in the folder you selected.
As soon as your client clicks Upload, the folder is created and the documents are uploaded.
If the organizer has not been submitted yet and you move the folder to another location, the upload settings for that organizer will be cleared. As a result, if there are any other document requests within the organizer, the client will need to select the location.
Setup upload notifications
By default, you receive notifications about document uploads when an organizer is completed and submitted. However, you may want to get notifications every time a new document is uploaded, whether the organizer is completed or not.
To receive notifications about each document upload, do the following:
1. Open an organizer template, click Settings on the top right and toggle on Notify about document upload.
Note! This applies only to new organizers.
2. Click your account name and go to the Account settings page. In the Notification preferences section, turn notifications on for Organizers and Uploads.
All documents uploaded to the organizer are displayed in its Documents tab and are also available to your client. If you selected a default upload folder for an organizer template, you will also be able to quickly find them there.
