Configuring Email Notifications for Client Portal Documents

Understanding Email Notifications for Client Portal Documents

The Client Portal includes an email notification system that keeps clients informed about important documents you share with them. When you create or update an Invoice, Estimate, or Contract and share it through the portal, the system can automatically send an email alert to the client. This feature ensures timely communication and provides a central location for clients to view and manage all their documents.

Enabling Notifications for Account Owners

As the account owner, you control whether email notifications are sent for Client Portal documents. You can enable or disable this feature and customize the email templates.

1. Navigate to Sites > Client Portal > Settings.
2. Click on Email Settings > Client Portal.
3. Use the toggle switches to turn email notifications on or off for Invoices, Estimates, and Contracts.
4. To preview how an email will look to the client, click the eye icon next to the selected template.
5. To change the email template, click the Default Template button to select a different template or edit the existing one.

Managing Notification Preferences for Users (Clients)

Clients can manage their own email notification preferences for the documents they receive through the Client Portal.

Accessing Notification Settings

1. From the left-hand menu in the CRM, go to Sites.
2. Hover over the Client Portal tab in the top navigation bar.
3. Click Settings from the dropdown menu.
4. In the Client Portal Settings screen, select Email Settings to view and manage notification options.

Within the Email Settings, users will find controls to turn specific notifications on or off. This allows them to choose which types of document updates they wish to be alerted about via email.