Alerts are system notifications for Account updates, Request Package Zip updates, or files uploaded by clients outside of a Message, Task, or Request.
What Triggers an Alert?
You’ll get an Alert when:
A client updates their Account information
A file is uploaded without being tied to a Message, Task, or Request
A Request Package ZIP file has finished generating and is available for download
A client manually selects your name while uploading a file (outside of a Task, Message, or Request)
Pro Tip: If the client includes a custom message when uploading a file, it will go to your Inbox as a message, not an Alert.
Who Gets Alerts?
You’ll receive an Alert if a client uploads a file and:
You’re on the Client Service Team for the Account
You’re the Default Message Recipient for the Account
The client selects you when uploading manually
Where to Find Your Alerts
To keep your Inbox clean, Alerts are stored separately.
You can view your Alerts:
On the Home Dashboard in the Alerts tab of the Inbox
By selecting Inbox → Alerts in the Left-Hand Menu
In the Notification Center on the Left-Hand Menu