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Client Portal file upload notification

Client Portal file upload notification

This is the standard Client Portal file upload notification email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Client Portal), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name], [UploadFileList], [UploadFolderPath], [UploadFolderLink] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: New Files Uploaded to Client Portal

Hi [Contact First Name],

We have just uploaded new files to the Client Portal:

[UploadFileList]

You can access them by logging into the Client Portal and navigating to the folder: [UploadFolderPath], or by clicking the link below:

[UploadFolderLink]

Best regards,
[Current User]