How to Send a Message When Uploading a File

How to Send a Message When Uploading a File

Notify clients of file uploads by adding a message.
  1. Click +Add New in the upper-left corner.
  2. Click File.
  3. Uncheck the Firm Only box.
  4. In the To field, select Recipient(s) (Contacts) and Account(s).
  5. Select a Year and Month if necessary.
  6. Select Tag(s).
  7. 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.)
  8. Drag and drop, or browse to add file(s).
  9. Click Upload.

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