RELATED IDEAS
document upload notification to all associated staff
It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.
This is still an idea that would be useful if implemented. It would be great to be able to select which staff members receive notifications if documents are uploaded to the portal. At the moment, only the manager of the client receives notifications, and they are rarely the ones going on the portal and downloading the documents.