Sending Pull/Push Features

Owned by Cody Thomas
Last updated: Aug 02, 2023
1 min read

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:
Sending Pull/Push Features (Must be on desktop, Not optimized for mobile)

Quick Notes:

  1. 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.

  2. 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)

  3. Select the desired feature; Pull to collect, Push to send.

  4. Complete the setup of the feature and send.

 

FULL VIEW CLICK HERE