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Practitioner

  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ●C2E Attachments (this page)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ○Task Integrity: what it is and why it drops (not passed yet)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • How to set up your SD Map
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Invite Attendees
  • LMS Architecture
  • Meervoudige taken
  • Moving Section Headers
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Taakintegriteit: wat het is en waarom uw score daalt
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat to task
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  • Convert a Note to a Task
  • Create a new SD
  • Critical Chrome Extensions
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  • Een taak aanmaken
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
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  • How to resize your browser to best view PaT
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  • Insert links
  • Module Learning - Desktop
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  • My Profile
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  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
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  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
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  • Endpoint Manager: finding endpoints and building your own UDF
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • Formuliertestmodus
  • Hoe managers OOF kunnen inschakelen voor hun medewerkers
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
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  • Pure Forms
  • SD Dashboard: building a dashboard
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  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • PaT Lite: Belangrijke aspecten van PaT die u moet begrijpen
  • Wat is PaT en waarom is het belangrijk
  • PaT Lite: Van chat naar taak
  • PaT Lite: Introductie van Strategy Documents
  • PaT Lite: Kernfilosofie – normen en tactische uitvoering
  • PaT Lite: Intelligente tools die met u meedenken
  • PaT Lite: De toekomst van zakendoen is cultuur
  • Welkom bij de PaT-wiki
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  • Een boekhoudsysteem koppelen
  • Eenmalige aanmelding
  • API-overzicht
  • Toegangstokens
  • Webhooks
0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Practitioner quizzes: 0 of 43 passed
  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ●C2E Attachments (this page)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ○Task Integrity: what it is and why it drops (not passed yet)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Documentatie
  2. Practitioner
  3. C2E Attachments

Deze pagina is nog niet vertaald en wordt daarom in het Engels weergegeven.

C2E Attachments

Summary C2E (Chat to Email) links a PaT chat with email. This module shows what happens to the three main types of attachment, a screenshot, a file and a link, when they are sent from Chat to Email…

Op deze pagina
  • Steps
  • Step 1
  • From Chat to Email
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • From Email back to Chat
  • Step 7
  • Step 8
  • Step 9

Summary C2E (Chat to Email) links a PaT chat with email. This module shows what happens to the three main types of attachment, a screenshot, a file and a link, when they are sent from Chat to Email, and when an email reply brings them back into Chat. From Chat to Email, all three come through. From Email back to Chat, screenshots and files come through as attachments, but links do not.

Steps

Step 1

Open the chat on your Chat Wall. The comment box is in the middle of the screen, and the chat's messages are on the right. In the row of people at the top of the comment box, the email contact shows as a blue envelope icon.

From Chat to Email

Step 2

Paste a screenshot straight into the text area of the comment box.

Step 3

Add a document file with the box under the text area, Drop your file(s) here or click to add one!: drop the file onto it, or click it and choose the file.

Step 4

Paste a link into the text area. A screenshot, a file and a link are the three main types of attachment people use in C2E.

Step 5

Click send comment, at the bottom right of the comment box.

Step 6

The message goes out as an email. In the email, the screenshot shows correctly, the file is attached and opens, and the link is there: all three come through from Chat to Email.

From Email back to Chat

Step 7

In your email, reply to that same email thread. Add a screenshot, attach a file and paste a link, then send the reply.

Step 8

The reply appears in the chat with the envelope icon beside it. The file comes through and shows at the bottom of the message. The screenshot does not show inside the message: in its place, a line says the email had an attachment and gives the image's file name.

Step 9

Click Attachments, at the top right of the chat, next to Chat. The Files panel opens on the right. It lists the screenshot and the file that came back from the email.

Result. The link does not come through into the chat: links sent by email are not currently supported for return into chat. In short, screenshots and files work both ways, while links work only from Chat to Email.

Check yourself

Checking your PaT sign-in…

VorigeAssigning an SD to a new parentVolgende Chat reminder

Op deze pagina

  • Steps
  • Step 1
  • From Chat to Email
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • From Email back to Chat
  • Step 7
  • Step 8
  • Step 9
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