Follow a Client and Get Notifications

Follow a client in Tidyflow to receive Inbox notifications when files arrive for that client, whether a contact uploads to a shared folder or someone sends files through the client’s upload link.

How to follow a client

1. Go to the Clients section in the sidebar
2. Select the client you want to follow
3. Click the eye icon next to the client’s name (the tooltip says Follow)

While you are following, the icon shows Following. Click it again at any time to unfollow and stop the notifications. You can also use Follow in the client’s ⋯ menu.

What followers are notified about

Users following a client receive an Inbox notification when:

• A contact uploads a file to that client from the client portal
• Someone sends files through the client’s upload link (see Client upload links)

Files uploaded by your own team members do not trigger notifications.

What the notification looks like

The notification names the uploader, the file, and the client, for example:

Jane Miller uploaded MetaScape_Credit_Card_Statement_March_2025.pdf to MetaScape Marketing Group, Ltd.

Only users following the client receive it.