Upload Link
planned
J
James Phillips
I would like some type of confirmation for the client after they upload documents using the upload link. I have had EVERY client ask me if the upload worked because they don't know if it worked. I also NEED a notification when something is uploaded. I have no clue when clients upload things currently.
M
Mackenzie Kolb
Following up to check the status on this. It looks like it was first suggested in 2021 and quite of few individuals voiced this would be a great item to have. I usually give our clients a heads up that it will not provide them with a confirmation that their document has been uploaded or successfully received but we continue to get calls an emails confirming the item has been received adding extra steps and follow ups on our side.
H
Hannah Dabbs Mendoza
What is the status on this? We continue to get asked by our clients, "Did you get my documents" because again, there is no confirmation that their upload was successful.
J
Joe Cooper
Notice for us and the client would be great. Obviously it gets difficult when the userbase is larger and it is unknown who should really be notified. Maybe an option for the user to receive notice when generating the link would be good or a check box list containing the data base users and the one generating the link can choose who'd get notified. Email or hubfeed would be a good place to receive notice. Potentially linking it to a task inside of a workflow would be great as well so our admin immediately gets prompted to follow up on the next step depending on what is needed after the docs are received.
Fred Egler
planned
Olivia Law
in progress
Olivia Law
This is a great suggestion, James! We have a solution coming soon for the second part of this, but the first part is great feedback, and I can definitely pass this along to the team.