Send Files are documents, spreadsheets, or other materials uploaded by your brand admin(s) for you to easily share with clients.
Common examples include:
💰 Price lists
🧾 “About Us” overviews
📝 Customer account application forms
📕 PDF catalogs
🛠️ Warranty information
⚖️ Terms & conditions
🔄 Update a Current Send File
From time to time, a brand may update the files currently loaded into the system. When this happens, the system should automatically prompt you with a New Files Available message. Simply follow the on-screen prompt to update.
🔃 Manually Refresh Files
To manually refresh your files:
- Tap the refresh icon
next to the cloud icon
.
- A pop-up will appear. Tap Yes to refresh your files.
This ensures you always have the latest versions available for sharing.
⚠️ Error Messages
If your client receives an error when opening a Send File, it may be due to a formatting issue or corruption on the backend. Reach out to your brand admin(s) for assistance.
Common causes include:
🚫 No special characters in file names (e.g., ; / ? # [ ] @ ! $ & ' ( ) * + , = { })
📦 Max file size: 100 MB
💬 FREQUENTLY ASKED QUESTIONS (FAQS)
Q. What types of files can be uploaded as Send Files?
A. Common file types include PDFs, Excel spreadsheets, Word documents, and images (JPG, PNG).
Q. How often should I refresh my files?
A. It’s recommended to refresh whenever you receive a New Files Available prompt or before major client meetings to ensure accuracy.
Q. What happens if I delete a Send File by mistake?
A. Send files cannot be deleted from the app by a sales rep. If you need assistance with ensuring you have the correct file, contact your brand admin(s).
Q. Can I share Send Files directly from the app?
A. Yes, simply select the file and then tap Send Files.
Q. Can I share more than one Send File at a time?
A. Yes, you can tap to select multiple files to send in a single email. Please note that whether an email can be sent successfully depends on your email provider. Many providers limit the total file size or number of attachments allowed per message, and large emails may sometimes be flagged as spam.