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How to send files to an agent
How to send files to an agent

Sending files in the workspace to an agent is easy

Jason Weeks avatar
Written by Jason Weeks
Updated over a week ago

So you want to send a file to a vendor?


You can attach to upload files in the Workspace tab.

But first you'll need to get there. 

Navigating to a workspace
Here are two ways to get to a workspace.

  • To get to the workspace you can either click on Work up the top and then the pink workspace button.


  • If you have a lot of properties on the go, click on Bids and then search for the address using the search box and then click on the address of the relevant property.

Attaching a file
Once you're in the workspace click on the pink Message button to open up the message box in the bottom right-hand corner.

The message box has a little paperclip in the corner of the message box it looks like this and turns pink when you hover over it:


Click on it to open up a file uploader. 

You can then upload files from anywhere in your Explorer / Finder on your file system, just like you would attach files to an email normally.

The owner will also be sent a message to let them know that you've uploaded files to the Workspace.

Article keywords
Files, Upload, Send, Attach, Photos, Images, Reports, Documents

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