| User Roles |  Admin |  Staff contributor | ✗External Contributor | ✗Pulse user |
Following a client file in Silverfin offers key advantages for effective team collaboration. This feature ensures you stay updated with important notifications and facilitates seamless communication within your team. Here's how you can benefit from and use the 'Follow' feature to enhance your engagement with client files.
Table of contents
- Benefits of following the file
- Interaction with a Pulse User
- How to follow a file?
- How can you check which files you are following?
Benefits of following the file
Receive Notifications
- When you follow a client file, you will receive notifications for any messages sent to @internal.
- Ensures that all team members involved in the file are kept informed and engaged.
Enhanced Collaboration
- Following a file keeps everyone actively participating in the loop.
- It is recommended to follow files you are actively involved in to stay updated on any changes or communications.
Only admin users and internal staff users can follow the file.
Interaction with a Pulse User
- A Pulse user can start a message via Pulse only if someone is following the file.
- Ensuring someone follows the file allows for effective communication and message reporting.
How to follow a file?
- Navigate to the client overview page.
- Find 'Follow client file' button to start following the file.
How can you check which files you are following?
To see a list of the files you are following, click on the three dots next to the 'Follow client file' button.
Following a file in Silverfin ensures effective communication and engagement within your team. Make sure to follow the files you are actively involved in to stay informed and collaborative.