Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Share Files from Desktop and Cloud Storage in Clariti
Sharing files shouldn’t mean juggling between emails, chats, and folders. Yet, that’s exactly where most workflows slow down switching apps just to attach or preview a document.
Clariti simplifies this by letting you attach files from both your desktop and cloud storage (like Google Drive) directly inside your conversations. You stay in one place and context stays intact.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Open an existing chat or conversation.
- Attach a file from your local desktop storage.
- Add files from cloud storage (Google Drive).
- Keep all attachments visible and accessible inside the same chat.
Detailed Sections
How-To: Access a Chat
Clariti lets you start sharing files right inside any chat thread. No need to open separate windows or tabs.
Steps:
- From the left-hand menu, click Chats.
- Select the chat you want to work in eg: “Lead generation services”.
- The chat opens, showing the past messages and previously shared files.
Tips: Keeping related files within the same chain helps track discussions effortlessly.
How-To: Attach a File from Desktop Storage
You can share files directly from your local computer within any Clariti conversation.
Steps:
- At the bottom of the chat interface, click the paperclip icon (📎) labeled “Select a file to Share”.
- The standard file explorer window appears.
- Choose the file you want to upload (eg) “Sample Proposal.pptx”.
- Click Open.
- The file uploads instantly and appears in the chat, sent by the user.
Tips: Use this method when sharing files stored locally on your system.
How-To: Attach a File from Cloud Storage
Clariti integrates effortlessly with cloud storage platforms, starting with Google Drive.
Steps:
- Click the plus (+) icon in the message input field at the bottom of the chat interface to open additional options.
- From the options shown, select “Cloud Storage”.
- Click the Google Drive icon.
- In the Drive window, navigate through your folders (e.g., My Files, Shared With Me).
- Select the files you want to share ( eg: “#AnnouncementImage03.png”).
- Click Add.
- A message appears: “The files have been added successfully.”
- The file now appears instantly.
Tips: Cloud attachments allow you to bring shared or team-managed files into Clariti without leaving the conversation.
Supplementary Links
- Clariti Features Overview: Customizable Workspace Layout
- Related Tutorial: In-app Document Viewer
By supporting attachments from both desktop and cloud, Clariti keeps all your files and conversations connected no switching tools, no lost context.
Start for FREE with Personal CRM
We too hate spam! Your email is secure with us.
Spot secured. You're in.
No more switching tools.
No more lost context.
Just Clarity.
Keep an eye out for emails from @clariti.app.
(and check your spam folder just in case—whitelisting us helps ensure you don’t miss a thing).
