Adding files from other applications to a conversation
What applications can I import documents from?
At the present we support integration with the following applications - Dropbox, Google Drive and Social Tables. When creating a conversation, you will see the option to import files from these applications displayed underneath the 'Add A Document' option.
Selecting any of these options will first require you to authenticate your account via the pop-up window. Once logged in, you will now have access to your account and will be able to select the file you wish to import to your event. Please note that 'Google Drive' integration is a 'per property' installation and may not be available at the property you are currently interacting with.
How do I add a document from my Dropbox account?
When creating or managing a conversation you have ownership of, you can add a document from your Dropbox account by following these simple steps:
- Click to add or manage a conversation and select the 'Choose From Dropbox' option
- Sign into your account
Select the file you wish to import and select 'Choose' to complete the process
How do I add a document from my Google Drive account?
As long as the property that you are working with has our Google Drive integration enabled, you can add and interact with documents from a Google Drive account. By selecting the option ‘Browse Google Drive’ when creating a conversation and following the prompts, you can add a document in seconds! Any user with access to your conversation can interact with the document by selecting the 'Download File' option.
To add a file from your Google Drive, you must first login to your account using the window displayed when 'Browse Google Drive' is selected.
Following a successful login, simply select the file you wish to add to the conversation and click 'Select' to complete the process
Please note that all though this feature may be available at your property, it is not supported by all browsers - please check your browser compatibility before using the ‘Browse Google Drive’ feature and ensure that you have ‘Google Drive’ installed on your device.
How do I add a table from my Social Tables account to a conversation?
When creating or managing a conversation you have ownership of, you can add a Table from your Social Tables account by following these simple steps:
- Select to add or manage a conversation and choose the 'Import From Social Tables' option
- Enter your Social Tables login credentials to authenticate your account
- Once successfully logged in to your Social Tables account, simply select the table you wish to be added using the selector provided and click on 'Select Room'
- Finally, give your conversation a Title and add a comment (if required), set your subscribers and click on the 'Create' button to complete the process
Following this, any event user with access to this conversation can now view your imported Social Tables document.