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How to get files from your Pod viewers
How to get files from your Pod viewers

A guide on how your viewers can upload files to Pods.

Maddi Rose avatar
Written by Maddi Rose
Updated over 6 months ago

During your sales process, it is likely that you will need to exchange documents with your prospect/customer, this could be signed contracts, NDAs, Media or any other material that they might need to share with you.

There are a number of ways in which your Pod viewers can upload files:

1. Add the file upload widget to your Pod.

2. Add a step to the Mutual Action Plan - you can then assign the user, and date and attach the file for the customer to download. If you click on the settings cog on the Mutual Action Plan, you can allow your viewers to upload files for once this has been signed.
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3. Upload the file using the comments section and @(mention) the user that needs to submit the document.
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