Notification on uploads that are part of workflows
complete
Lauren LaVan
updated the status to
complete
Notifications -- notifications center in the portal (bell icon) & the daily digest email -- now include client actions on workflows. If notifications are enabled, you will see a notification when: 1) a client uploads a file to a workflow 2) when a client completes a workflow task and 3) when a client marks a document checklist item as complete. You can always change your notification settings using the settings icon.
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Lauren LaVan
updated the status to
in progress
Lauren LaVan
updated the status to
planned
Lauren LaVan
updated the status to
under review