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Adding files from a conversation

There are two ways to add a file within a conversation.

First, at the bottom left of the conversation window, click the plus symbol. At the top of the list of menu options, select the arrow next to File. Here, you can either upload a new file from your machine or from the content library. Once the preferred file is selected, you can add an accompanying comment. Click add, and the file will be directly uploaded into the open conversation, along with any accompanying comments.


Another way to add files within a conversation is by selecting the files icon at the top right of the chat window. While in the files tab, click add and highlight File and choose to either upload a new file from your machine or from the content library. To upload from your machine, select the file and click Open. Then, you have the option to add comments to the file. Click add, and the file along with any accompanying comments will be added to the conversation and stored within the files tab. To add a file from the content library, locate the file and click Choose. Add any optional comments and click Add. The file and any added comments will be uploaded to the conversation and stored in the files tab.

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