# 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.

<details>

<summary>Industries That Can Leverage Document Card:</summary>

* **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.&#x20;
* **Technology Industry**: Document cards in Chatman can be used to share technical documentation, user manuals, or software guides with users.&#x20;

</details>

## Using Document Card

### Upload document file&#x20;

* You need to click on the button that says ‘click to upload’ and select a document file from your device.&#x20;
* The document file should be less than 100 MB and in PDF, DOC, DOCX, PPT, PPTX, XLS, or XLSX format.&#x20;

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.&#x20;
* You can use the text message to introduce your document, provide more information, or add a call to action.&#x20;

<details>

<summary>Style text message</summary>

#### **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.

</details>

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.

{% hint style="info" %}
**Supported File Format: pdf, Excel, Word Doc**

**Maximum File Size Allowed is 100MB**
{% endhint %}

{% hint style="info" %}
**Deleting, cloning, and saving** the document can be done by clicking the relevant icon in the right-hand corner of the Message box.
{% endhint %}

insert

### 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.&#x20;

**Add WhatsApp chat screenshot, insert**