Upload Files in SalesShaper

In SalesShaper, you can upload files when posting journal, updating deal information, invoicing deal and more. You will find these upload icons on most screens of the Android app where you can tap to upload your files.

Upload Icon Name Description
Attachment Icon You can click this icon to attach a file from your device's local storage to the journal.
Camera Icon If you want to snap a picture and upload to SalesShaper, click this icon to launch your camera and take a picture.
More Icon Click this icon to show the hidden icons such as the gallery, video recorder and voice recorder icons.
Gallery Icon If you have multiple images from your device's photo album that you wish to upload, click this icon and choose the images.
Video Recorder Icon You can click this icon to trigger the video recorder and record a video.
Voice Recorder Icon Click this icon to record an audio while typing text into your journal at the same time.
Cancel Icon Click this icon to hide the additional upload icons such as the gallery, video recorder and voice recorder icons.

 

You may view the steps on how to:

Upload Attachment From Device Storage

To upload a file from your device or phone’s local storage, when posting a journal message:

  1. Click the icon.
  2. You will be navigated to your device’s local storage directory. Browse your file through the folders, and click on it.

The selected file will appear at the bottom of the message area. You can upload more files or proceed to post the journal.

 

Take Photo and Upload

To snap a photo and upload to SalesShaper:

  1. Click the icon.
  2. Your device camera will be launched. Snap a photo.

The taken photo will appear at the bottom of the message area. You can continue to upload more files or proceed to post the journal.

 

Upload Image from Photo Album or Gallery

To select an image from your photo album and upload to SalesShaper:

  1. Click on the icon to show the hidden upload icons.
  2. The icon will appear. Tap on it.
  3. Then, select the images you want to upload. You can select up to five images at one time.
  4. After you have done selecting the images, click Apply.

The selected images will appear at the bottom of the message area. You can upload more files or proceed to post the journal.

 

Record Video and Upload

To record a video and upload to SalesShaper:

  1. Click on the icon to show the hidden upload icons.
  2. The icon will appear. Tap on it.
  3. Your device’s video recorder will be launched. Record a video.

After the video is recorded, it will appear at the bottom of the message area. You can then upload more files or proceed to post the journal.

 

Record Voice and Upload

SalesShaper allows you to record audio while typing text in the message field. To launch the voice recording feature:

  1. Click on the icon to show the hidden upload icons.
  2. The icon will appear. Tap on it.
  3. The ‘Record Audio’ screen will appear. To start recording audio, tap on the icon.

  4. Once you have done recording, tap on the click icon, and click OK.

You will see the recorded audio file appear at the bottom of the message area.

 

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