Quotes, labels and photos: files that look like files

A PDF a customer emails you, a quote you text them, photos of a damaged delivery: every file now shows as a proper card in the conversation, opens in place and is named in your conversation list.

T
The Colvy Team
· 3 min read

Files are half the work in a lot of conversations: the quote, the invoice, the shipping labels, the photos of what arrived broken. They should be as easy to read as the messages around them.

A card for every file

A file in a conversation now shows as a card: a tile in the file type’s colour (red for PDFs, green for spreadsheets, blue for Word documents), the file’s name, what it is and how big it is, like PDF document · 69 KB, and a button to download it. In an email, photos and videos get the same card with the picture in the tile, and open in the inbox’s viewer.

The same cards show in the Colvy app, in emails you receive and send, and in the email composer before you send.

Emailed files, in plain sight

When a customer emails you a file, it now appears under their email, on the web and in the app. Before, an email with only an attachment could look empty.

EEmailOrder labels
Coral Coast Wholesale sent a file with no message
Order labels.pdfPDF document · 69 KBOpen

PDFs and photos open in place, in your browser or your phone’s viewer, instead of filling up your downloads folder.

Named in the list

When the newest message in a conversation is only a file, the conversation list shows the file instead of a blank line: a small chip in the file’s colour with its name, and “+2” when more came with it. You can tell the labels from the invoice before you open anything.

Sent as real attachments

Files you send by email go as proper attachments, so they show up in your customer’s mail app like any other attachment. In the thread, the email you sent shows its files as cards too, so the whole team can see exactly what went out.

Start free and see your files the way your customers send them.

Key takeaways

  • Files show as cards in the file type’s colour, with the name, the kind of file and its size.
  • Files a customer emails you now appear under their email, on the web and in the app.
  • PDFs and photos open in your browser or the phone’s viewer instead of downloading.
  • The conversation list names the file (“Order labels.pdf”) when it’s all the message had.
  • Files you email go as real attachments, not links.

Bring every conversation into one inbox

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