How to Send Attachments

Updated on January 4, 2022

Send Attachments in Outgoing Messages

Send attachments in outgoing SMS and Facebook messages.

It’s easy to send attachments to customers or employess via SMS or Facebook messages. There are two ways to do this: Drag & Drop or Upload a File.

Use the table of contents to quickly scroll to specific sections of this article.

1. How to Drag & Drop an Attachment #

#1: Log in to your ServicersWeb Client Portal and navigate to the Conversation Panel.

#2: Drag and drop the document anywhere inside the conversation panel.

#3: It will now appear in the text box.

#4: Press send.

2. How to Upload an Attachment #

#1: Click the gray and white plus icon in the Conversation Panel text box.

#2: Click the paperclip icon that appears.

#3: Choose the file (or files) you’d like to attach.

#4: Press send.