1. Click to search for or create a record to attach to the chat.
2. Click the file transfer icon ().Note A customer can’t upload a file until you initiate the file transfer by clicking the filetransfer icon. This restriction helps prevent customers from uploading unsolicited orpotentially dangerous files into the chat.
3. Select the record you chose in the first step to attachthe transferred file to.The customer receives a prompt to upload their file to the chat window.
4. When the customer has sent the file through the chat, clickthe link in the chat log to view the file.