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How Do I Send Media To Clients From My Desktop?

Video Chat is preferred to sending video, but when your client insists you can follow these steps to provide the video

Sean Perez avatar
Written by Sean Perez
Updated over 2 years ago
  • After recording the video or pictures and storing it/them on your computer click on Media in the title bar.

  • Make sure you are in the My Media tab (It will be blue)

  • Click Upload

  • Select the file you want to upload and click 'open'

  • Once the file is loaded open the Customer Card

  • Click on either the text or email icon

  • The Communication Center opens

  • Click on the Image icon (This is in the same place for both text and email)

  • The Media Gallery will open

  • Select Insert (Video Camera icon) associated with your video

  • The video link will be added to you text or email

  • Click Send

  • When the customer views the video, it will be presented in the VIP Portal

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