📃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 + B on 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 + I on 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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