Automatic Reminder to View/Download ShareFile documents

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  • Idea
  • Updated 1 week ago
Our firm would like to see an option whereby our clients receive email reminders to download their ShareFile documents before the links expire. Ideally, these reminders would be sent to clients who have not yet viewed the original email or document links. People are bombarded with so many emails that reminders would be helpful for our clients so important documents and deadlines don't get missed. This would also save us valuable time that we presently spend following up in such scenarios.
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Lori

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Posted 2 months ago

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Cindy Morda

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Great idea!