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Receive Files & Images Through Text

This section will guide you through accessing and managing the attachments sent by applicants through text.

Updated this week
  1. From the sidebar, click on Applicants

    Step 1 screenshot

  2. Click on the name of the applicant you want to review

    Step 2 screenshot

  3. Click on Texts

    Step 3 screenshot

  4. Click on the attachment the applicant sent

    Step 4 screenshot

  5. Click on the specific file to open it

    Step 5 screenshot

  6. If you want to edit the saved file(s), you can:
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    • Click Edit to change the file name if needed

      Step 6 screenshot

    • Set an expiration date

      Step 7 screenshot

    • Add a category

      Step 8 screenshot

    • Add a status

      Step 9 screenshot

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  7. Click Save

    Step 10 screenshot

Check Saved Files:

  1. While in the applicant profile, go to Documents

    Step 11 screenshot

  2. Go into the category where the file was saved

    Step 12 screenshot

Note:
You can also check files sent by the applicant by clicking on Activity Log > Texts and follow the same process.

Step 13 screenshot


​Now you can easily view, edit, and save files or images sent through text!
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Need help?

Contact [email protected] or use in our in-app support messenger for assistance!

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