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 help@clientwhys.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.


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