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If you move the file to the top level green folder - Current, the file is set as published, but the system will NOT send an email to the Client advising the file was published.

Copying Files

If you take a copy of the file (rather than Move the file), regardless of the destination folder (top level Current or a sub-folder) the system will also mark the file as being published.

As these files are marked as Published, when the Client next logs into their Client Portal, these files do will show as new files in the In-Tray - i.e., files that have not yet been viewed or looked at.

Note that the system will NOT send a new email to the Client when the file is copied.

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Filter by label (Content by label)
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labelsfiles move copy client portal from email publish flag
cqllabel in ( "client" , "email" , "publish" , "files" , "from" , "copy" , "portal" , "flag" , "move" ) and type = "page" and space = "CH"

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Page Properties
hiddentrue


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