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Client Portal - File Share Notifications for Contacts

Learn how file share notifications work in GHL Customer Care Client Portal, including in-app and push alerts, managing notification preferences, and sharing steps.

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On this page
  1. Key Benefits of File Share Notifications in Client Portal
  2. How to Share a File with a Contact
  3. How Contacts Manage Notification Preferences
  4. Frequently Asked Questions
  5. Related Articles

GHL Customer Care automatically notifies contacts when a new file is shared with them through the Client Portal. These notifications help contacts find important documents, contracts, invoices, and other shared files without relying on a separate message from the business. Contacts can view notifications across supported Client Portal experiences and manage their notification preferences based on how they want to receive updates.

TABLE OF CONTENTS

What Are File Share Notifications?

File share notifications alert contacts when a client portal admin shares a file through the Client Portal. This helps businesses keep clients informed while giving them a direct way to identify and access newly shared documents.

When a user shares a file from a contact record and enables the option to upload or share it with the Client Portal, GHL Customer Care creates a notification for the contact.

Depending on the contact’s notification preferences, the contact may receive:

  • An in-app notification in the Client Portal.
  • A push notification through the supported White Label Mobile App. (Push notifications depend on device permissions. If disabled, contacts can still view notifications in the Client Portal.)

A separate workflow is not required to generate the standard file share notification.

Key Benefits of File Share Notifications in Client Portal

  • Automatic Client Updates: Contacts are notified when a file is shared with them through the Client Portal.
  • Improved File Visibility: Important documents are less likely to be overlooked after they are uploaded.
  • Fewer Manual Reminders: Businesses do not need to send a separate message each time a file is shared.
  • Cross Platform Access: Notifications are supported through the Client Portal web experience and the White Label Mobile App.
  • Contact Controlled Preferences: Contacts can choose whether to receive available in-app and push notifications.
  • Better Client Experiences: Timely alerts make document sharing feel more organized and reliable.

How to Share a File with a Contact

Sharing files through the supported Client Portal flow ensures that the contact can access the document and receive the associated notification.

  1. In GHL Customer Care, navigate to Contacts.
  2. Open the contact who should receive the file.
    Step 2 of 6: Open the contact who should receive the file What this shows Step 2 of 6: Open the contact who should receive the file. What this shows Shows where to go for step 2 of 6 in the "How to Share a File with a Contact" section of "Client Portal - File Share Notifications for Contacts". This screenshot accompanies step 2 of 6 in the "How to Share a File with a Contact" section of "Client Portal - File Share Notifications for Contacts". At this point in the walkthrough you open the contact who should receive the file. The next step is to open the Files/Documents area from the right-side navigation panel. Step 2 of 6Image 1 of 3 Where to goOpen the contact who should receive the file.
    Buttons and menus referenced OpencontactContactsFiles/DocumentsUploadnewfileselectexistingEnableClientPortal
    Next stepOpen the Files/Documents area from the right-side navigation panel.
    All 6 steps in this procedure
    1. In GHL Customer Care, navigate to Contacts.
    2. Open the contact who should receive the file. this image
    3. Open the Files/Documents area from the right-side navigation panel.
    4. Upload a new file or select an existing file.
    5. Enable Upload to Client Portal.
    6. After the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification.
  3. Open the Files/Documents area from the right-side navigation panel.
  4. Upload a new file or select an existing file.
  5. Enable Upload to Client Portal.
  6. After the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification.
    Step 6 of 6: After the file is saved and shared, GHL Customer Care sends the contact… What this shows Step 6 of 6: After the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification. What this shows Shows what this covers for step 6 of 6 in the "How to Share a File with a Contact" section of "Client Portal - File Share Notifications for Contacts". This animation accompanies step 6 of 6 in the "How to Share a File with a Contact" section of "Client Portal - File Share Notifications for Contacts". At this point in the walkthrough you after the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification. Step 6 of 6Image 2 of 3 What this coversAfter the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification.
    Buttons and menus referenced ContactsOpencontactFiles/DocumentsUploadnewfileselectexistingEnableClientPortal
    All 6 steps in this procedure
    1. In GHL Customer Care, navigate to Contacts.
    2. Open the contact who should receive the file.
    3. Open the Files/Documents area from the right-side navigation panel.
    4. Upload a new file or select an existing file.
    5. Enable Upload to Client Portal.
    6. After the file is saved and shared, GHL Customer Care sends the contact an in-app notification and, when enabled, a push notification. this image

How Contacts Manage Notification Preferences

Notification preferences let contacts control how they receive file-related updates. Keeping these settings current helps contacts avoid unwanted alerts while continuing to receive important notifications through their preferred channels.

Note: Disabling notifications does not remove the contact’s access to files that have already been shared. It only changes how the contact is alerted about supported activity.
  1. Log in to the Client Portal.
  2. Go to Settings.
  3. Open Notification Preferences.
  4. Enable or disable In-app Notifications and Push Notifications.
How Contacts Manage Notification Preferences (image 3 of 3) What this shows Log in to the Client Portal. What this shows Illustrates the "How Contacts Manage Notification Preferences" section of "Client Portal - File Share Notifications for Contacts". This animation appears in the "How Contacts Manage Notification Preferences" section of "Client Portal - File Share Notifications for Contacts". The text alongside this image reads: Log in to the Client Portal. Go to Settings. Open Notification Preferences. Enable or disable In-app Notifications and Push Notifications. Immediately after, the guide continues: Q: Does a workflow need to be created for file share notifications? Image 3 of 3 What this coversLog in to the Client Portal. Go to Settings. Open Notification Preferences. Enable or disable In-app Notifications and Push Notifications.
Buttons and menus referenced SettingsNotificationPreferencesEnabledisable
Next stepQ: Does a workflow need to be created for file share notifications?
All 4 steps in this procedure
  1. Log in to the Client Portal.
  2. Go to Settings.
  3. Open Notification Preferences.
  4. Enable or disable In-app Notifications and Push Notifications.

Frequently Asked Questions

Q: Does a workflow need to be created for file share notifications?

No. GHL Customer Care automatically generates the notification when the file is shared through the supported Client Portal file-sharing process.

Q: Which notification channels are supported?

File share notifications support in-app notifications and push notifications. Push notifications must be enabled by the contact.

Q: Can contacts disable file share notifications?

Contacts can manage available in-app and push notification settings from their Client Portal notification preferences.

Q: Will disabling notifications remove access to a shared file?

No. Notification preferences control alerts, not access to files that have already been shared.

Q: Why did the contact receive an in-app notification but not a push notification?

Push notifications may be disabled in the Client Portal preferences, the mobile app, or the contact’s device settings.


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