Client Connect - Internal Notifications

Client Connect - Internal Notifications

You can choose which Thread users should be notified when new activity has occurred in Client Connect. The File Owner will be notified by default, however you can change this using the steps below. 

Notifications will be received when an external contact uploads a document to the matter.

  1. 1. In the Client Connect section, click on Notifications tab. 

  1. 2. From the list of users, select a Thread user or users you wish to be notified, then click Add

       

 

  1. Added users will show on the list, and you can select one or multiple, then tick the boxes of both or either of the two notification options you would like to apply for the selected user/s:  


Thread Notification - only shows notification within Thread. 

Email Notification - Thread user will receive an email notification with a link to the matter. 


3. Click Save to apply the changes.

To remove a user from the list, click on delete icon .


NotesBy default, the File Owner will be notified within Thread and by email. You can change the option setting as per this guide. If you don’t want the File Owner to be notified at all, please add another user who you would like to receive notifications and choose the type of notification for them. You will then be able to turn off notifications for the File Owner. 

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To learn more about Client Connect features, go to Client Connect - Overview.


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