Sending and Receiving documents in P2/Conversations.
(You can send and receive files or images via non-automated and automated/remote-user Conversations containers)
Pull - You need to collect documents/images.
Push - You need to send documents/images.
Click below to experience a click-through demo of sending Pull/Push features:
https://app.storylane.io/share/opnj8zi5zoqr (Must be on desktop, Not optimized for mobile)
Quick Notes:
When in an open container in the P2/Conversations product, sending features will be done from the [+] Button next to the chat bar at the bottom of your screen.
Once you click the [+] Button you will see a pop-up with the options to send a Pull or a Push (DocuSign or Adobe Sign will also show here if enabled on your account)
Select the desired feature; Pull to collect, Push to send.
Complete the setup of the feature and send.