Client done uploading notification

By default, team members with access to an account receive notifications every time the client uploads a new document. 

You may not want to receive a notification every time the client uploads a document but rather only one once they’ve uploaded everything. You can change settings so the client can easily let you know when they’re done uploading. Here, we show you the two different ways to do this. 

Note

All changes made to this setting will be reflected on the Activity feed page.

Add the Done uploading button on the client portal

To create a Done Uploading button on the client portal and make sure you’re notified only once the client uploads all requested files:

1. Go to Settings, then open your Firm Settings tab. In the Client Portal Settings box, toggle on “Done uploading” button in interface.

This enables a Done uploading button on the client portal Home and Documents page.

It also applies to the TaxDome Client Portal app. 

2. Turn on notifications for Done uploading in Settings.

3. Send a message to the client asking them to click the button once they’ve uploaded all requested documents.

4. When the client clicks Done uploading, all team members with access to the account receive a notification in their Inbox+ about all documents being uploaded.

   

Add the Done uploading checkbox in the client upload window

Toggle on “Done uploading” checkbox in document upload menu so clients can select a checkbox in the upload window to notify you when they are uploading their last requested document: 

1. Go to Settings, then open the Firm Settings tab. In the Client Portal Settings box, toggle on “Done uploading” checkbox in document uploading menu.

This enables the “Check this box if this upload includes all or remaining requested documents. We’ll start work shortly.” checkbox in the client’s document uploading window.

This works for the TaxDome Client Portal app as well.

2. Turn notifications on for Done uploading in Settings.

3. Send a message to your client asking them to select this checkbox when all your requested documents are uploaded.

4. When the client selects this checkbox when they upload, all team members with access to the account receive a notification in their Inbox+.

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