To keep your team informed and ensure smooth workflows, the Client Wealth portal sends email notifications to specific staff members when clients perform certain actions. These notifications help professionals stay updated on important activities such as document uploads, form submissions, eSignature completions, and account changes.
Below is a summary of the actions that trigger notifications, where they occur in the portal, and who receives the email.
Notification Rules
- Client uploads documents
- Location: Docs
- Email Sent: Yes
- Who Gets Notified: The primary professional assigned to the client will receive an email notification if the client selects the option to notify the firm when uploading documents.
- Client submits a digital form
- Location: Tasks
- Email Sent: Yes
- Who Gets Notified: The staff member who sends the digital form to the client will receive a confirmation email once the client has submitted the form.
- eSignature request completed
- Location: Tasks
- Email Sent: Yes
- Who Gets Notified: The staff member who sends the eSignature request will receive a confirmation email once the documents have been signed by the recipient(s).
- Client deactivates account
- Location: User Settings
- Email Sent: Yes
- Who Gets Notified: The primary professional assigned to the client will receive a confirmation email.