Easily Share Files with Clients from Your Enquiry Chat
Option 1: Via Email
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Simply reply to an enquiry email and attach your PDF, image, or file as you normally would.
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The document will be delivered to the client and logged in the enquiry thread.
Option 2: Using the In-App Chat
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Open the enquiry chat in your dashboard.
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Click on the upload icon (📎).
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Select the file you want to send.
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Click send — the client will see the document instantly in their own dashboard.
📏 File Size Limit
Please note:
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The maximum file size is 100MB.
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Files over this size cannot be sent through the platform.
- You cant' send image files!
✅ What File Types Can You Send?
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PDFs
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Most standard document formats (Word, Excel, etc.)
💬 Final Notes
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Clients will receive an instant notification when a file is shared via the chat.
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Sending documents via Canvas helps keep all communication centralised and easily trackable.
Need support or having trouble uploading a file? Get in touch with our team—we’re happy to help!