Want to stay in the loop when a client contact uploads files? You can follow a client in Tidyflow to receive Inbox notifications whenever a contact uploads a file to a Shared Folder in that client’s Files section.
When a client contact uploads a file to a Shared Folder in the Files section, users following the client will receive a real-time Inbox notification.
These notifications include the contact's name, the client name, and the filename that was uploaded.
If multiple files are uploaded, they will be grouped together.
Example
Jane Miller uploaded a new file to MetaScape Marketing Group, Ltd.
(MetaScape_Credit_Card_Statement_March_2025.pdf)
Who Receives the Notification?
Only users who are following the client will receive this notification in their Inbox.
When Are Notifications Triggered?
A notification is triggered when:
- A contact uploads a file.
- The file is uploaded into a Shared Folder within the client's Files section.
🔒 Files uploaded to private folders or by internal users will not trigger notifications to other followers.