📃Document Card
Document card allows you to send a document file with a caption. The document file can be up to 100 MB in size and can be of various formats like .pdf, excel, word doc file. You can use a document card to send invoices, receipts, tickets, brochures, or reports.
Industries That Can Leverage Document Card:
Healthcare Industry: Document cards in Chatman can be used to share patients' medical reports in the form of downloadable documents.
Insurance Industry: Document cards in Chatman can be used to provide legal documents or policy documents to clients or employees.
Finance Industry: Document cards in Chatman can be used to share financial documents, investment guides, or tax documents with clients.
Technology Industry: Document cards in Chatman can be used to share technical documentation, user manuals, or software guides with users.
Using Document Card
Upload document file
You need to click on the button that says ‘click to upload’ and select a document file from your device.
The document file should be less than 100 MB and in PDF, DOC, DOCX, PPT, PPTX, XLS, or XLSX format.
For example, you can upload this file from your device: [catalog.pdf].
Add text message
You can also add a text message to accompany your document card. The text message can be up to 1024 characters long and can include emojis.
You can use the text message to introduce your document, provide more information, or add a call to action.
Style text message
Bold
Bold your text for highlighting important phrases in your text. You can do this by two methods:
Select the text that you want to bold, list appears select the 'Bold' icon.
Select the text that you want to bold and tap
CTRL + Bon the keyboard.
Italic
Use italic for emphasis or to denote titles. You can do this by two methods:
Select the text that you want to italic, list appears select the 'Italic' icon.
Select the text that you want to italic and tap
CTRL + Ion the keyboard.
Strikethrough
You can use strikethrough for corrections and attracting an audience, say when you want to showcase the price discount. You can do this by two methods:
Select the text that you want to strikethrough, list appears select the 'Strikethrough' icon.
Select the text that you want to strikethrough and tap
CTRL +on the keyboard.
Monospace
Use monospace for code or highlighting specific text. You can do this by two methods:
Select the text that you want to monospace, list appears select the 'Strikethrough' icon.
Select the text that you want to monospace and tap
CTRL +on keyboard.
Eraser
Use this when you want to remove the style from the text say bold, italic, strikethrough or monospace. You can do this by two methods:
Select the text whose style you want to remove, list appears select the 'Eraser' icon.
Select the text whose style you want to remove and tap
CTRL +on keyboard.
Add Emoji
Add emojis to your text to humanize messages and make personal connections with your customers. You can do this by two methods:
Tap the emoji icon and add wherever you want.
On the keyboard tap
Windows + .on keyboard and select the emoji.
For example, you can attach patient report and writer message like 'Download your medical report soft copy. Hard copies can be accessed from clinic between 3:00-4:00 p.m.
Supported File Format: pdf, Excel, Word Doc
Maximum File Size Allowed is 100MB
Deleting, cloning, and saving the document can be done by clicking the relevant icon in the right-hand corner of the Message box.
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Send Document Card
Suppose you're running a hospital offering online bookings and more. You can create a journey so that whenever a registered patient message 'My medical report' a soft copy of medical report is delivered in the inbox with messages like:
Hello {{Patient's Name}}! 🌟 Your health is our priority. 🏥 Your medical report is ready! 📋 Download your soft copy now. If you have any questions or need further assistance, feel free to reach out.
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