Secure File Transfer - Detailed Email Notifications
Can you please add the following to all Secure File Transfer email notifications (Drop Off Link and Folder Link)?
- Client Name
- Client Email
- Client ID (if applicable on the firm end)
- Name of File(s) uploaded
- Quantity of Files Uploaded
- Date/Time of Upload
Additionally, if the subject of the email notification can include the client's name, file name, and/or folder name, that would be helpful and more efficient to track quickly in my Outlook inbox rather than having to keep going into SafeSend itself to review every time.
It would be extremely beneficial and more efficient to have these items on all email notifications to know exactly who and what was uploaded to me, both to my inbox and any folders (personal and shared).
Comments
It would also be helpful to also be notified of emails received in this area so we don't have to remember to check this area all the time.
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