Notification when a document we upload is opened by the client.
Amanda Aparicio
Time stamp notification when a document we uploaded to the portal is viewed by the client.
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Autopilot
Merged in a post:
Read receipt on uploaded files
S
Stephen Lewis
It would be helpful to see a column added to the list in the Files section to see when the client does anything with the files we upload to their portal (views/downloads/prints/deletes). Some things that we upload are time sensitive and require interaction from them; it may be helpful to add an email reminder automation to document uploads as well.
Autopilot
Merged in a post:
Email Receipts When Clients Open Documents
D
Darcy Huey
Currently, clients have to check off client tasks for us to see that they completed a task. However, clients generally don't do this, which leaves us guessing as to whether they actually did a task or not. We just used the client task feature to provide our clients with direct access to a document, but we would like to know who has actually opened that document. Since clients don't generally check off the client task, it would be great if we could receive email receipts when the client clicks on the attachment. (A similar example is that, on email platforms like MailChimp, we can see who specifically has clicked on the Call To Action button.)