Document Capture
Chris Witthoft
6 steps
21 seconds
Clientwindow
Chat Document Attachments
1
**Document Upload Automation: Add Destinations** ClientWindow allows businesses to automatically route files that have been uploaded to external platforms by sending those documents to an email address in the background. We call this feature "Document Capture". In the Accountancy sector for example, there are numerous bookkeeping automation platforms such as Dext, AutoEntry, Hubdoc and Apron. When clients upload their receipts and invoices via WhatsApp, these can be pushed automatically to those platforms, by sending them to an email address associated with those accounts.
2
Click "View" on the Client Space the Document Capture feature is to be enabled
3
Click "Settings" on the Client Space
4
Click "Manage Document Upload"
5
Add a Chat Name and an associated email address to automatically forward to for any files attached in WhatsApp or WeChat by the client. Then click "Save". A secondary Document Upload field can also be configured if you wish to offer two locations to the client using WhatsApp or WeChat for automatically forwarding files. **Note:** For "Document Upload" Chat Groups, Contacts that have been added at the Client Space level are automatically assigned to the Document Capture chats, prompting Contacts to send any files they attach in WhatsApp to the "Document Capture" Group Chat(s).
6
The Document Capture Group Chat "Dext" now shows in the list of Group Chats associated with this specific Client Space. Note: Any new messages (file attachments) added into the Document Capture Group Chat will only show under the Client Space. They will not show on the Team Member's Messages tab on their home page.
Document Capture
Chris Witthoft
6 steps
21 seconds
Clientwindow
Chat Document Attachments
1
**Document Upload Automation: Add Destinations** ClientWindow allows businesses to automatically route files that have been uploaded to external platforms by sending those documents to an email address in the background. We call this feature "Document Capture". In the Accountancy sector for example, there are numerous bookkeeping automation platforms such as Dext, AutoEntry, Hubdoc and Apron. When clients upload their receipts and invoices via WhatsApp, these can be pushed automatically to those platforms, by sending them to an email address associated with those accounts.
2
Click "View" on the Client Space the Document Capture feature is to be enabled
3
Click "Settings" on the Client Space
4
Click "Manage Document Upload"
5
Add a Chat Name and an associated email address to automatically forward to for any files attached in WhatsApp or WeChat by the client. Then click "Save". A secondary Document Upload field can also be configured if you wish to offer two locations to the client using WhatsApp or WeChat for automatically forwarding files. **Note:** For "Document Upload" Chat Groups, Contacts that have been added at the Client Space level are automatically assigned to the Document Capture chats, prompting Contacts to send any files they attach in WhatsApp to the "Document Capture" Group Chat(s).
6
The Document Capture Group Chat "Dext" now shows in the list of Group Chats associated with this specific Client Space. Note: Any new messages (file attachments) added into the Document Capture Group Chat will only show under the Client Space. They will not show on the Team Member's Messages tab on their home page.
