Joining files in conversations


A file can't be sent without a message.

Sending files to your customers can be helpful in order to send confirmation orders, invoices, quotes, estimates, etc.

Every time a paperclip  is displayed, you are able to join files to the according conversation. You will see that paperclip in your conversations with your customers, in their appointment field, etc. You can even add files to the internal notes in each customer's conversations. 

The paperclip works exactly the same as attachments in emails. 

Also, heavier files will be sent as links. If sent as so, an Internet connection is required to open these links.

  • From any message box, click on the paperclip icon .
  • Select the file you wish to send.
  • Choose the recipient and write your message.
  • Click on the paper plane icon to send your message.

You can also send pictures and images in your conversations.

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