Uploading & Splitting Documents

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.

Uploading Documents

  1. 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.

  2. You can select Upload button in the Unorganized Folder inside of your deal

  3. 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.

Splitting PDFs

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.

Steps

  1. To split an uploaded document

  2. Select on Split

  3. 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

  4. Once finished press Save, to save it as a new file

Desktop
iOS
Desktop

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Splitting Documents in Rechat

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Unorganized Files
iOS

You can easily upload a file on your iPhone to one of your deals from the Rechat iOS App.

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  1. If you are viewing a PDF document in one of your applications like Mail, Dropbox, Files, etc., select the share button, and then select Rechat from the list of applications to upload the file to. (If you do not see Rechat in the list, you may have to select more to show the list of all available apps.

  2. Select deals (you also have the ability upload to "Chats" here)

  3. You can upload the file to one of your checklist folders or choose "Upload to unorganized files"

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