Notificación de carga finalizada del cliente

Por defecto, los miembros del equipo con acceso a una cuenta reciben notificaciones cada vez que el cliente carga un nuevo documento. 

Puede que no quieras recibir una notificación cada vez que el cliente cargado un documento, sino sólo una vez que lo haya cargado todo. Puedes cambiar la configuración para que el cliente te avise fácilmente cuando haya terminado de cargar. Aquí te mostramos las dos formas diferentes de hacerlo. 

Nota

All changes made to this setting will be reflected on the Activity feed page.

Añade el botón Subida finalizada en el portal del cliente

To create a Done Uploading button on the client portal and make sure you’re notified only once the client uploads all requested files:

1. Go to Settings, then open your Firm Settings tab. In the Client Portal Settings box, toggle on “Done uploading” button in interface.

This enables a Done uploading button on the client portal Home and Documents page.

También se aplica a la aplicación TaxDome Client Portal. 

2. Turn on notifications for Done uploading in Settings.

3. Send a message to the client asking them to click the button once they’ve uploaded all requested documents.

4. When the client clicks Done uploading, all team members with access to the account receive a notification in their Inbox+ about all documents being uploaded.

   

Añade la casilla de verificación Carga finalizada en la ventana de cargar cliente

Toggle on “Done uploading” checkbox in document upload menu so clients can select a checkbox in the upload window to notify you when they are uploading their last requested document: 

1. Go to Settings, then open the Firm Settings tab. In the Client Portal Settings box, toggle on “Done uploading” checkbox in document uploading menu.

This enables the “Check this box if this upload includes all or remaining requested documents. We’ll start work shortly.” checkbox in the client’s document uploading window.

Esto también funciona para la aplicación TaxDome Client Portal.

2. Turn notifications on for Done uploading in Settings.

3. Send a message to your client asking them to select this checkbox when all your requested documents are uploaded.

4. When the client selects this checkbox when they upload, all team members with access to the account receive a notification in their Inbox+.

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