Client Portal & Requests

Understanding Upload Notifications and File History

When a file is uploaded via a client’s no-login upload link, Tidyflow ensures your team stays in the loop and has full context.

Inbox Notifications

Anyone on your team who follows the client will receive an automatic Inbox notification when a new file is uploaded via the link. The notification includes:

  • The guest email entered by the client
  • A link to the folder the file was saved to

File History Access

Each file uploaded this way includes a detailed activity history—who uploaded it, the email provided, the comment left, and any views or actions.

You can access this history by:

  1. Clicking the three-dot menu next to a file
  2. Selecting History from the dropdown

This gives your team full transparency without requiring clients to log in. You’ll always know:

  • Who uploaded the file
  • When it was uploaded
  • What was written in the client comment
  • When someone on your team viewed it

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Last updated March 31, 2025