With this update, users can now seamlessly sync attachments from conversations across Email, SMS, Instagram, and Facebook channels directly to the Contact's Document Management.
TABLE OF CONTENTS
What’s New?
Why This Feature?
What’s New?
For Attachments on the Message: Effortlessly sync all attachments received in messages to the Contact's Document Management system. Just click the three dots on a message containing attachments and select "Add to Documents."
Attachment During sending message: You can also sync attachments while sending SMS and Email messages by simply checking the "Add to Documents" checkbox.
Why This Feature?
Contact's Documents should be the One Stop solution to access and store for all docs and files related to a contact. Attachments are a significant source of important files. Now, users can easily sync these files to the contact's Documents section for streamlined access. The Documents Section offers robust functionality, including search, download, and preview features, along with other document-related capabilities. Our goal is to provide a single point of access for managing all documents associated with a contact, making document management more efficient and user-friendly.
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