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How to Share Files Easily in Clariti
Ever downloaded the same file multiple times just to share it again? In most tools, files live in silos emails, chats, and folders that don’t talk to each other. This creates friction, lost context, and wasted time.
Clariti’s central file repository brings everything together. With Share Files Easily, you can send documents, images, or presentations directly to contacts, chats, or conversations all without leaving the app. It’s file sharing made simple, contextual, and connected.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access the Central Repository to view all files.
- Share files directly with contacts, conversations, or existing chats.
- Confirm successful sharing and locate the shared file instantly.
- Keep communication and content linked for better collaboration.
Detailed Sections
How-To: Access the Central Repository
Your hub for all files lives in the Files tab on the left navigation menu.
Steps:
- Go to the left-hand panel and click Files.
- Browse through your list of stored files, complete with details like Name, Size, Conversation, Timestamp, and Sender.
Tips: Keeping all documents in one central place means you never have to hunt through multiple folders or chats again. Everything you’ve shared or received is already organized and ready to go.
How-To: Share Files with Contacts
Quickly send a file to one or more team members from your repository.
Steps:
- Hover over the file you want to share and click the Share icon.
- In the Share File menu, select Contacts.
- Choose one or more people from your contact list (e.g., Emma, Justin).
- Click Proceed to confirm.
- Wait for the “File has been shared successfully” message.
Tips: Skip email attachments. Sharing directly with a contact keeps your conversation and file in one place no duplication, no context lost.
How-To: Share Files in a Conversation
Ideal for topic-based discussions or ongoing projects.
Steps:
- Hover on the file and click the Share icon next to it.
- In the menu, choose Conversations.
- Pick the relevant conversation (e.g., Marketing Discussions or Lead Generation Services).
- View all subject chats within the selected conversation.
- Hover over the desired chat and click Share.
- Wait for the confirmation message.
Tips: Sharing in conversations keeps everyone aligned on the same version of a file. No need to resend or update in multiple chain.
How-To: Share Files in Existing Chats
Perfect when you need to quickly send a file in an active team or group chat.
Steps:
- Hover on the file and click the Share icon next to it.
- Choose Chats from the menu.
- Browse through the list of existing chats (e.g., Team Call, Planning for Friday’s Presentation).
- Hover over the listed chat and click Share when it appears.
- Confirm once you see the success message.
Tips:Use this to share files mid-discussion without leaving the chat. It keeps decisions, files, and communication connected in real time.
How-To: Verify Your Shared Files
After sharing, Clariti automatically places the file in its proper context.
Steps:
- Go to the relevant contact, conversation, or chat.
- You’ll see the shared file appear within that thread.
Tips: This automatic linking saves time and prevents duplication. It also helps team members trace back decisions without digging through separate tools.
Supplementary Links
- Clariti Features Overview: Contact Management
- Related Tutorial: Share files from desktop and cloud
With Clariti’s Share Files Easily feature, you’re not just sending attachments you’re sharing context. Every document stays connected to its conversation, helping teams move faster and work smarter.
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