Client portal ยท Conversations and files

Sending and opening attachments

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There are three places to attach a file and one way to get one back out, and the limits are not the same in each place.

  1. On a new request, use Click to upload files in the Create New Request dialog. Up to 3 files, up to 25MB each, in PNG, JPG, JPEG or PDF.
  2. On an existing record, add files to a comment with the file button beside the comment box.
  3. On a record that has already been sorted, open Actions and choose Add Resources, press Upload Files, then press Add Resource. These land in Resources in this Issue on the record.
  4. In Support Chat, use the paperclip in the composer.

To open anything somebody sent you, select the file chip wherever it appears: on the description, on a comment, or in the resources list. A small progress card appears at the bottom right of the screen showing how much has come down and the percentage, then the file saves the way downloads normally do on your device.

In chat, pictures are shown in the conversation rather than as a chip, and selecting one downloads it. Anything that is not a picture appears as a named attachment button.

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This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.

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