How to Notify Another Employee of a File Upload

How to Notify Another Employee of a File Upload

Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally, this file upload should also be on another employee's radar. 

Here's a Pro-Tip to solve for this: 

  1. Click on the message about the file upload.
  2. Type your message to the client, thanking them for the file.
  3. Click the Additional field.
  4. Search for the employee who should be kept in the loop.
  5. Click OK.
  6. Click Send.
  7. The employee is now aware of the file upload! 

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