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Attach files to a conversation

Atlas Verified help: DC-001

Summary

Use Attach files to a conversation when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from Chat → Attach file, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

Steps

  1. Sign in and open the dashboard.

  2. Go to Chat → Attach file.

  3. Use the primary Create, Edit, Upload, Send, or Save control for this workflow, depending on the screen you opened.

  4. Enter the required fields for Attach files to a conversation, review any linked shipment, supplier, document, or billing context, and save the change.

  5. Confirm the updated row, status badge, email, file, or detail panel reflects the action you just completed.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for Attach files to a conversation, and you know where to continue the workflow.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Dashboard quick actions (DN-004) mirror most create flows.

  • Use the same navigation path each time: Chat → Attach file.

Common issues

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • DC-002

  • DC-006

  • DC-007

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