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Transfer a File During a Web Chat

You can send a file to a visitor who starts a chat session from your company’s website (web chat). This function is not available when you are chatting with other CIC users (intercom chat). However, you can send text containing the file path to other CIC users.

Note: The visitor must turn off pop-up blocking in their web browser to enable the file transfer.

To transfer a file during a web chat, do one of the following:

In the Chat window, from the File menu, click Send File. Then, in the Open dialog box, select a file and click Open.
Use Response Management to send a file. For more information, see Use Response Management During a Chat Session.
Drag and drop a file from a Windows directory to the composition area in the Chat window.
In the Chat window or the Chat view, click the Attach a file icon (paperclip) and then, in the Open dialog box, locate the appropriate file and click Open.

Result: The visitor is notified of the file name. The visitor’s system is sent a link to the file which has been copied to a temporary directory on the CIC Server. The visitor can use this link to open a compatible file in a browser window on the visitor’s system. The visitor can also save the file to a location on the visitor’s system.