Uploading & Splitting Documents
Last updated
Was this helpful?
Last updated
Was this helpful?
You may complete your forms outside of Rechat or you may have received documents from others that you need to upload into Rechat. In these cases, you can easily upload your documents into Rechat.
You can drag-and-drop the documents into your deal which will prompt you to select where to save them and if you want to split them.
You can select Upload button in the Unorganized Folder inside of your deal
You can forward the documents to the unique deal email address provided for each deal. Any emails sent or forwarded to that email address will automatically import the documents into the deal for you. This email address can be found in the Unorganized Folder section at the bottom of the deal.
If you are uploading one big scanned document which combines multiple files into one, you can then use the Splitter in Rechat to break your document into multiple documents and save them separately into your deal.
To split an uploaded document
Select on Split
Then inside of the splitter view, you will find all the files from your document on the left column, and then you can drag and drop or select the files you want and have them moved to the right side
Once finished press Save, to save it as a new file
