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Copying and Pasting between Devices (Clipboard Synchronization)

Agents can use the Clipboard Synchronization feature to transfer text in both directions between their computer and the customer's device during an active Remote Control session.

  1. During an active Remote Control session, click Clipboard Sync Off on the toolbar at the top of the Agent Console.

    Result: Clipboard Sync is enabled, and the icon label changes to Clipboard Sync On.

  2. Select the text you want to cut or copy from either device.
  3. Cut or copy the selected text by using the method required by your operating system. (For example, CTRL+C key combination on Windows)
    Note: When agents running the console in Firefox or Safari copy text from the customer's device, they need to click the Click here to copy notification on the Customer Interaction Panel to confirm their action.
  4. Click to the location on the other device where you want to paste the content of the clipboard, and use the paste method required by your operating system. (For example, CTRL+V key combination on Windows)
Article last updated: 27 September, 2022