Notify clients of file uploads by sending a message.
- Click +Add New in the upper-left corner
- Click File
- Uncheck the Make Private box
- In the To field, select Recipient(s) (Contacts) and Account(s).
- Select a Year and Month - if necessary
- Select Tag(s)
- Click on the Message box to type a message to your client (Note: if you don't type a message an automated message will populate)
- Drag and drop, or browse to add file(s)
- Click Upload