📘 Tip: We've upgraded to our new Notifications system, if you'd like to use it, check out our article on the new Notifications experience!
🥽 What Shows Up in Your Inbox
The inbox consolidates two types of incoming items:
- General uploads – Files dropped off through your email signature link
- Project uploads and comments – Files uploaded directly to a project and any comments made within projects where you are the owner
👓 Viewing Your Team's Inboxes
In addition to your own inbox, you can switch to view any other team member's inbox from the top of the page. This is useful for managers or team leads who need visibility into what's coming in across the firm.
🗄️ Filtering and Sorting
Several options are available to help you focus on what matters:
- New (default view) – Shows only items you haven't reviewed yet, similar to unread messages in an email inbox
- Show All – Displays everything, including items you've already marked as read
- Comments only – Filters the view down to client comments exclusively
- Firm drop-offs – Shows only the general uploads that came in through your email signature link
- Oldest to newest – Sorts items chronologically if you prefer to work through them in order
☝️ Tip: Many people leave items marked as unread until they've taken action on them. This is a simple way to make sure nothing gets missed and you never accidentally review the same item twice.
🔬 Reviewing Documents from the Inbox
You can review uploaded files directly from the inbox without jumping into the project, or you can click through to the project to review them in context. The Review Mode is designed for quick triage — flipping through documents to confirm that you received what you expected.
From Review Mode, you have two options for each item:
- Approve it – Move the document forward if it's correct and complete
- Move it back to the client's to-do list – If the upload wasn't what you needed (for example, the wrong document was sent), you can return it to the client with a comment explaining what's needed
📝 Note: To see the full review experience, check out our Review Mode article!
This keeps the ball in the client's court and ensures your queue contains only items ready to move forward.
📥 Downloading Documents
Downloading the uploaded documents is super easy!
- Click Download all to download all the documents at once into a ZIP file.
- Click the download icon next to an individual file to download it by itself!
