All Collections
Client Portals
FAQs
How do I get email alerts for a portal when there is an upload?
How do I get email alerts for a portal when there is an upload?
Updated over a week ago

Most notifications are turned on by default. If you are not receiving email notifications when there is an upload, follow these steps:

  1. Go to your Personal Notification Settings

    MyDocSafe notification settings 1
  2. Scroll down to Portal Notifications

    1. turn on the settings for Document upload

      1. Email: each time there is an upload, you will receive an email. If multiple documents are uploaded within a short period of time, we will collate these and send you a single notification instead

      2. In-app: each time there is an upload, your Home Screen dashboard will be updated with a relevant notification including a link to the portal

    2. Subscribe to all portals

      1. If on, you will be notified about uploads happening in all portals you have access to UNLESS you then unsubscribe from individual portal notifications.

      2. If off, you will not receive any notifications UNLESS you subscribe to notifications in each portal you are interested in.

    The decision on whether to set "Subscribe to all portals" setting on or off depends on what is easier to do. If you have 100 portals and you don't want to hear from 5, it's easier to turn the setting on and then unsubscribe from the 5. If the relationship is opposite, keep the setting off and subscribe to notifications individually.

Did this answer your question?