If you are an Administrator or a Representative, you can get email notifications when your clients or their collaborators add any document to your company folder. You can use rules and filters to have better control of those emails in your Outlook or email provider. Check this link for more information about how to set up rules in Outlook.

If you also have a personal vault and you would also get an email notification when someone uploads a document into your personal vault, you need to ensure to switch to your personal vault to set up this notification. Learn how to toggle between your accounts here

Enable email notification when users upload documents in your Portal - Step-by-step guide:

• Admin Portal
  • Step 1: Ensure you are in your Admin Portal account. Click on the name in the top-right corner
  • Step 2: Go to "Account Settings"
  • Step 3: Click on the "Preferences" tab
  • Step 4: Click on the checkbox for "Receive an email when documents are uploaded to Sponsored Folders"

Enable email notification in your personal vault - Step-by-step guide:

• Vault
  • Step 1: Ensure you are in your Admin Portal account. Click on the name in the top-right corner
  • Step 2: Go to "Account Settings"
  • Step 3: Click on the "Preferences" tab
  • Step 4: Manage what notification you want to get:

Admin Portal

Step 1: Ensure you are in your Admin Portal account. Click on the name in the top-right corner

(You will see your role in brackets)

Step 2: Go to "Account Settings"

Step 3: Click on the "Preferences" tab

Step 4: Click on the checkbox for "Receive an email when documents are uploaded to Sponsored Folders"

Vault

Step 1: Ensure you are in your Personal vault. Click on the name in the top-right corner

(It will say Personal in brackets)

Step 2: Go to "Account Settings"

Step 3: Click on the "Preferences" tab

Step 4: Manage what notification you want to get: