How to Notify Users When a Document Is Uploaded (CSSI Portal Tutorial)

In this tutorial, you’ll learn how to notify users via email when a document has been uploaded in the CSSI Portal Document Vault. This ensures clients and internal users are immediately informed when new files are available.
In this video, you’ll learn how to:
Upload a document to the appropriate vault
Select the “Notify Users via Email” option
Confirm notifications are sent successfully
If you need help creating or customizing email templates for notifications, watch this tutorial:
👉 https://youtu.be/TjHLK0oM60w
This walkthrough is designed for admins and advisors managing document distribution within the CSSI Portal.

Видео How to Notify Users When a Document Is Uploaded (CSSI Portal Tutorial) канала CSSI Solutions