Organizers (Basic): Document-Upload Notifications

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By default, you receive notifications about document uploads when an organizer is completed and submitted. However, you may want to get notifications every time a new document is uploaded, whether the organizer is completed or not.

To receive notifications about each document upload, do the following:

1. Toggle on Notify about document upload in the organizer template.

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Note! This applies only to new organizers.


2. Turn notifications on for Organizers and Documents in Settings.

All documents uploaded to the organizer are displayed at the top right both for you and for your client.

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