Document Notifications

Owned by Roly Birkwood
Last updated: Feb 07, 2022 by Stephen Tinnion
1 min read

Introduction

finova CRM provides functionality whereby a notification will be displayed to the user when a client uploads a document within their finova Client Portal

Location

Home / System settings / Global Settings

The option is held within the Portal Settings panel

How The Setting Works:

There are 2 options:

Notification for EACH document upload

With this setting switched off the user will get a notification for each file upload.

Notification once ALL documents are uploaded

With this setting switched on the user will get a notification for each file upload.

 

 

 

 

 

 

 

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