Organizers (Basic): Document-Upload Notifications

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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. Turn notifications on for Organizers and Uploads in the My Account tab of your Settings page.

All documents uploaded to the organizer are displayed in its Documents tab and are also available to your client.