Disable 'uploaded # file' notification emails | Feature Requests

Disable 'uploaded # file' notification emails

under review

Renae Leahy

Currently there is a notification email every time a client uploads files via the portal's client upload inbox.

We need an option to disable that email notification if needed.

Created by Grace Lewis

November 6, 2024

Ben Stein

marked this post as

under review

we're reviewing this - as a current workaround, you can auto-archive these emails with the following gmail filter:

from:(questions@keeper.app) subject:(uploaded file)

Abby Gallo

Ben Stein Hi - to be clear, I'd like to know when they upload files via the portal. I just don't want to know every time they send a receipt to their unique email. It is too much! It doesn't sound like this filter would differentiate between those two?

Ben Stein

Abby Gallo it's hard to differentiate here because firms can upload receipts via the portal! (especially if you have rolled out the mobile app)

But open to ideas here

Abby Gallo

Ben Stein However it was before was working well. Maybe it was based on what was forwarded via the unique email vs. those that were uploaded via the portal?

Aiysha Sharp

Abby Gallo Yes! It was working well before. The notifications each time an email is forwarded to the unique email address is what's overwhelming.