Lockbox Activity Reports
The lockbox allows you to be notified every time a new file is uploaded to your client portal. This notification is sent via e-mail.
Some spam filters do not like that the "from" e-mail address is the same as your "to" address. If you are having deliverability issues, we recommend adding your own e-mail address as a safe sender. Also add email@example.com so that you receive other system-generated e-mails.
You can also run reports based on date range and even lockbox admin reports. These reports can be accessed by logging into the lockbox, clicking "reports" and choosing the report that applies.
Lee Reams II
I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.