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Question

Customize "File Completion" Message

  • January 9, 2025
  • 1 reply
  • 8 views

Kait

Please correct me if I'm wrong! But it seems there’s no way to customize the “File Completed” message a client gets when they submit a file.

 

I see I can redirect to a URL, but I want to keep the client portal link + just add a different message.

1 reply

Matthew Eriksen
Community Legend
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Hey ​@Kait! I’m Matthew, a brand designer and HB Pro. Sadly this isn’t a function we have yet. You can see if others have added this as an IDEA, and if so upvote it. If not yet, you can add it yourself, too!

One thing you can do is setup an automation to send an email with your custom message and the portal link. 

How does that work?