All guidesMessaging
Sending documents
Sharing files in a conversation, and where they collect.
This needs an active membership.
The video is being recorded
The video for this guide is being recorded. The steps below are complete.
Step by step
Attach from the composer
Anything you send appears in the thread where you sent it, in context.
Take me thereAnd in the shared files panel
Every file in the conversation also collects in one panel, so you are not scrolling back through weeks of messages to find a P&L.
Available from the first message
You do not need an accepted proposal to share files. The workspace is on from the start.