Sending and Receiving Photos in a Folder

Related Documents

Folder - Communication

Folder - Photos

 

Sending Photos to the Customer 

 

1. Go to the Communications Tab of the folder. 

2. Confirm that you have entered a valid email or phone number and have selected at least one of the two check boxes: 

 

3. Select the "Select Photos" button to attach photos. NOTE: photos must be attached to the folder.

 

4. Select photos to send and click the green check mark when done. 

 

5. Enter a message or select a template to send with the photos and hit send. 

 

 

6. The message will have a camera icon to show that there are photos attached. You can double click on the message to view the photos. 

 

Receiving Photos from the Customer 

1.  When you receive a message from a customer, the new message icon will display on the bottom right of your screen: 

 

2. In the folder and in the message center, the message will have a camera icon to show that there are images attached. Double click on the message to view the images. 

 

3. After double-clicking, the images will appear in a pop-up. 

 

 

4. Right-click on the line and choose "Link Image(s) to Folder" to save them to the folder. 

 

5. The images will now be saved in the photo tab. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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