Turning on the notification setting for staff members will allow them to receive notifications when the assigned contact/client submits a Digital Document.
Staff members can set up their own notifications when clients submit digital documents.
Here’s how you turn this on:
From the staff view, go to the picture profile on the top right of the page. Then, select the Profile option.
2. Select the Notifications option. Click the toggle button to enable Submitted Digital Documents on the Activity.
When a digital document is submitted and sent to the system, the assigned staff member will be notified.