Overview:

Summary of the Release

HighLevel now supports a new workflow trigger, Client Portal File Uploaded, allowing businesses to automatically initiate workflows whenever a contact uploads a document through the Client Portal Shared Documents experience.

What's New? / Key Features / Benefits

New Workflow Trigger: Client Portal File Uploaded

Automatically trigger workflows when a contact uploads a file through the Client Portal Shared Documents experience.

How to Use?

• Navigate to Automation → Workflows.
• Create a new workflow or edit an existing workflow.
• Add the trigger Client Portal File Uploaded.
• Configure the workflow actions as relevant.
• Publish the workflow.

How to share a file with a client through Client Portal

• Navigate to a specific contact.
• Click the Files icon from the right-side navigation panel.
• Upload a file.
• Select the Upload to Client Portal checkbox.
• Save the file.
• The file will become available to the contact within their Client Portal.

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How to upload a file as a Client Portal user

• Log in to the Client Portal.
• Navigate to the Shared Documents section.
• Click Share File.
• Upload a single file or multiple files (up to 10 files at a time).
• Submit the files.

Multiple file types are supported. Once uploaded, the Client Portal File Uploaded workflow trigger will fire automatically.

This feature closes that automation gap by enabling businesses to:

• Eliminate manual monitoring of uploaded documents
• Reduce operational delays
• Improve compliance and review processes
• Ensure no important uploads are missed
• Create seamless document-driven customer journeys
• Accelerate onboarding and approval workflows