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Who Receives Notifications For Documents or Photos Uploaded to the Client Portal by the Client?
Who Receives Notifications For Documents or Photos Uploaded to the Client Portal by the Client?
Updated over a week ago

For Documents:

When a client uploads a document through their Client Portal, the primary contact on the case will get a notification in their CASEpeer inbox, the envelope icon in the top right corner of their account. The document will be in the mail review center for any worker assigned to the case to review and save to the client's file.

For Photos:

When a client uploads a photo through their Client Portal, the primary contact on the case will get a notification in their CASEpeer inbox, the envelope icon in the top right corner of your account. The photo will automatically appear in the Photos Tab of the client's case.

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