- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Messages
in the top menu bar.
- In the submenu select the Media
option.
- Click the Add Files
button.
- Drag and drop the media file or click into the Drop Files here or click to upload box.
Note: The media file size is limited to 10MBs.- Once the file has been added, press the Upload
button.
- A notification will appear to let you know the upload was successful.
- You will now see the file listed under the Media section and it can now be used.
Open or create the message that you are going to include the Media file in.Note: Media files can be added to Text or Email messages, they are not available for Voice messages.- Under the Contents section of the message, select Start or Edit under Text or Email.
- Type the message that you want to include with the Media file. Leave your mouse cursor at the spot where you want the Media file link to appear.
- Use the Add Media drop-down, on the right-hand side, to select the media you want to send. This will create a URL for the media.
- The Merge Tag link for the media will appear in the content of the message.
Text Message Example:
Email Message Example:- Finish making the rest of your changes to the message and send it to your desired participants.
- Click on Chats
in the top menu bar.
- Browse or Search for the client that will receive the media file. You can search by name or phone number.
- To add the media file, click on the Media Attachment icon
. Hover over Choose existing and select the media file that you want to send.
- The link for the media file's URL will appear in the chat. You can then choose Send or Send + Close to send the link to your client.
Note: The participant will need to click on the URL link in order to view the file.