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Client notifications

How clients receive notifications


Clients, like internal users, also receive in-product and email notifications. In-product notifications appear directly beside the app name and are indicated with a number that represents the number of notifications. Email notifications are only sent when a client is not currently active in your portal to minimize unnecessary emails.

List of notifications for clients

  • New message received

  • Open invoice

  • Form submission request

  • Contract submission request

  • New files uploaded