How do I send attachments in Conversations, and are my drafts saved?

You can send documents, images, PDFs and videos right from a conversation, such as a services brochure for a family or an intake packet for a referral partner. Unsent messages are also saved automatically, so you will not lose a reply if you step away.

Attach a file

1. Go to Conversations and open a conversation, or start a new message.
2. Click the paperclip icon in the text or email composer.
3. Choose Upload from Device to pick a file from your computer, or choose a file already stored in the Media Library.
4. Send your message.

Paste a file instead

1. Copy the file or image on your computer.
2. Click inside the message composer.
3. Press Ctrl + V (Windows) or Cmd + V (Mac). The file is added as an attachment.

Size limits and large files

• Email attachments can be up to 20MB.
• Text message attachments, and email files larger than 20MB, are uploaded to the Media Library automatically. A link to the file is placed in the message instead.
• Videos sent from the Media Library show an animated preview in emails.
• Every file you upload is stored in the Media Library, so you can reuse it without uploading it again.

Drafts save automatically

• If you start typing and leave before sending, your draft is still there when you return.
• Internal comment drafts stay put when you switch channels, collapse the composer or move to another conversation.
• The composer remembers the last channel you used.

Reminder: do not attach documents that contain client health information to text messages or unsecured email.

Have a question about your own account? Submit a ticket and our team will follow up.