From the Files Module, you can look through and manage your existing files stored on the YesHello Platform as well as upload new files to the system. You can navigate to the Files Module from the navigation menu on the left. Look for the icon that resembles a file.
The Files Module allows you to upload documents to our platform that you can later send out in to specific contacts from the Messages Module or broadcasted out from the Broadcasts Module. Not only can you upload new documents from the Files Module, you can also update existing documents.
From this table, you can browse through the list of existing files that have been uploaded onto the YesHello Platform.
The File Name displays the human friendly name of each file on the system. Meanwhile, File ID is the unique identifier used to label the files stored on the YesHello Platform.
The description shows a short description of the content for each of the files. The File Type column displays the what kind of files they are.
This is the date on which the file was added to the system.
From here, you can access a dropdown menu of additional things you can do with the file. The More Actions button is on the far right. Look for three vertical dots.
From this dropdown menu you will be presented with several options:
Download: By selecting this option, you will begin locally downloading the file onto your computer. This is useful for viewing the contents of the file.
Edit: By pressing this, you will open up the Update File Menu.
Copy File ID: This will save a copy the File ID of the selected file onto your clipboard for easy copy and pasting.
Delete: This will permanently delete the selected file from the system.
To upload a new file, you will need to access the Upload File menu. This can be done by pressing the green "ADD FILE" button at the top right of the page.
You will have to enter a name for your file along with a short description in the first two fields, respectively.
To attach a local file, simply drag and drop the file from your computer onto the appropriate box. Alternatively, you can also click on the box and select the file from your computer that you wish to upload.
You can also choose to upload a remote file that is hosted elsewhere. Select the Remote URL tab and enter the URL into the field.
Most file types are supported by the platform. The platform allows for the following files: JPG, JPEG, GIF, BMP, PNG, TXT, XLS, XLSX, DOC, DOCX, CSV, PPT, PPTX, MP3, MP4, MOV, WAV, MPG, MPEG, ZIP, TAR, TGZ, GZ, PDF, LOG, XML.
You can upload files up to 20 MB to platform. If your file size is larger than 20 MB, it is suggested that you compress it into a ZIP folder before uploading.
In the Messages Channel, you can send files to individual contacts by selecting the attachment button. This will open up a dialog where you can select the file you wish to send.
To select a file you have already uploaded to the YesHello Platform, open the "Select Method" dropdown field and choose the "Select Existing File" option. Choose your desired file under the "File" dropdown field and press the blue "SEND" button.
You can also send files that you have uploaded via Broadcasts, Surveys, Automations, or through integrations.
While YesHello Platform accepts uploads up to 20MB in size, different channels have their own guidelines and specifications for the files that they accept. For example, some don't accept attachments of certain file types while others may limit the attachment size to 1 MB.
Maximum File Size
Image: 1 MB
Other: 25 MB
Image: 5 MB
Other: 50 MB
Image: 1 MB
Other: 10 MB
Image: 1 MB
Other: 50 MB
Update any files already stored on the platform by pressing the "Edit" button under the More Actions dropdown menu.
From here, you can change the name of the file. You also can also update the description of the file.
The drop and drop area at the bottom is used for updating files on the YesHello Platform. Leave this field alone if you do not wish to replace current file.
You can also edit the remote URL if it is a remote file.