How can I share documents in platform chats?
Document Sharing
Step 1: Access the Chat Interface
- Navigate to the Inbox:
From the main navigation menu, go to the Inbox section.

- View Chat Interface:
You’ll be directed to a screen displaying the chat interface, previous message history (if any), and the message input bar.
Step 2: Open the Attachment Options
- Locate the Attachment Icon:
Found in the message input bar at the bottom of the chat screen. - Click the Attachment Icon:
This action will open the attachment options menu.
Step 3: Select the Upload Method
- Choose a Document to Upload:
- After clicking the attachment icon, a file explorer window will open.
- Navigate to the location of the document you wish to share.
- Select the desired file and click Open to upload it to the chat.
Step 4: Send the Document
-
Review Attached Document:
The selected document will appear as an attachment in the chat interface before sending. -
Click the Send Button:
Press the Send Button (represented by a paper airplane icon) in the message input bar. -
Confirmation:
After sending, the document will appear in the message history, making it accessible to both you and the recipient(s).
Tips and Troubleshooting
Issue | Solution |
---|---|
File Not Uploading | Ensure the file size meets the platform's maximum limit and that the file format is supported. |
Unable to Attach Documents | Check your internet connection and refresh the chat interface if needed. |
File Not Visible After Sending | Confirm the file has been successfully sent by checking the message history. |
Next Steps
Enhance your platform chat experience by exploring other features:
- How do I create new channels for communication?
- What settings can I customize for channels?
- How do I access and navigate the chats?
For further assistance, visit our Help Center or contact support@kosmic.ai.