This article introduces email notification capabilities for Invoices, Estimates, and Contracts in the Client Portal. With this feature, both owners and users can customize how they receive document updates and manage all shared documents seamlessly within the Client Portal.
TABLE OF CONTENTS
- What is Invoice, Estimate & Contract Notifications in Client Portal?
- Key Benefits of Client Portal - Invoice, Estimate & Contract Notifications
- How To Enable and Use Notifications (For Owners)
- How To Manage Notifications (For Users)
- Frequently Asked Questions
- Related Articles
What is Invoice, Estimate & Contract Notifications in Client Portal?
The Client Portal’s notification feature enhances communication and document management by automatically sending email notifications when Invoices, Estimates, or Contracts are shared.
This ensures clients and teams stay informed and can easily find and manage important documents — all from one centralized place in the Client Portal.
Key Benefits of Client Portal - Invoice, Estimate & Contract Notifications
- Timely Updates: Ensure clients receive notifications as soon as invoices, estimates, or contracts are shared.
- Personalized Communication: Customize email content and notification preferences for a more tailored experience.
- Centralized Document Management: Manage all invoices, estimates, and contracts in the Client Portal to reduce confusion and streamline workflows.
- User-Controlled Preferences: Empower clients to manage their own notification settings for better engagement.
- Fewer Missed Communications: Reduce missed updates and improve overall document-related interactions.
How To Enable and Use Notifications (For Owners)
Client Portal owners can easily enable and configure notifications for each document type.
- Go to Sites > Client Portal > Settings.
- or Memberships > ClientPortal > Settings.
- Click on Email Settings > Client Portal.
- Turn email notifications on or off as needed for Invoices, Estimates, and Contracts.
Click on the Eye Icon to preview the selected Email Template
Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates.
How To Manage Notifications (For Users)
Client Portal users can also manage their own notification preferences to suit their needs.
- Access Account Settings
Click the profile icon in the top-right corner of the Client Portal home page. - Manage Your Account
Select Manage Your Account from the dropdown. - Open Notifications
In the sidebar, click on Notifications. - Adjust Preferences
Scroll down to find and adjust your preferences for Invoice, Estimate, and Contract email notifications.
Frequently Asked Questions
Q: Can I use custom email templates for each document type?
Yes! Owners can create and use a custom email template for Invoices, Estimates, and Contracts individually.
Q: Do users have to receive notifications?
No. Users can choose to disable notifications in their personal settings if they prefer.
Q: Where do users find shared documents?
All shared documents can be accessed and managed directly within the Client Portal, in the organized documents section.
Q: Can notifications be enabled or disabled globally?
Yes. Owners can enable or disable email notifications for all document types from the Email Settings panel.
Related Articles
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