Clients can opt in for statement and document notifications through the Options tab in their online account. (For help creating and linking an account, seeĀ FAQ: How do my owners link their online accounts?) You can view whether an owner has opted in for notifications in the Online Configuration section of their profile (RP Management > Owners > Owner Lookup > Find Owner; click on the options icon and select View Profile).
To receive the notification message, the client must have a valid email address in their profile, they must opt in for statement/document notifications, and you must have uploaded a statement or document to their account. The automatic notification is emailed on the evening of the day that statements/documents are uploaded, around 10pm EST. Most clients will see the notifications the day after statements/documents are posted to their accounts.
You can customize the notification messages in your Control Panel under Configuration > RP Preferences > (Client) Statement/Document Notification.