HELP FILE
Sending Files
The agent and the customer can send each other files during any active session.
An agent's permission to send/receive files depends on an account-level setting in the GoToAssist Remote Support Administration Center.
How to Send a File to the Customer
Follow this procedure to send a file to the customer via GoToAssist Remote Support v5.
Note: You can send only one file at a time.
- On the Customer Interaction Panel, next to the chat field, click the Send File icon. Tip: You can also use the Send File button on the toolbar.The Open dialog box is displayed.
- Select the file you want to send to the customer, and click Open.
The customer is notified of incoming file transfer.
- Ask the customer to save the file. Tip: They need to click Download, choose a location, and click Save.The file is saved to the customer's chosen location.
Either party can cancel the file transfer by clicking .
How to Receive a File from the Customer
Follow this procedure to allow your customer to send you a file via GoToAssist Remote Support v5.
Note: The customer can send only one file at a time.
- Instruct your customer to click the Send File icon on the bottom of the Chat Panel.
The Open dialog box is displayed.
- Tell the customer to select the file they want to send, and click Open.
You are notified of incoming file transfer.
- Save the file by clicking Download and choosing a location.
The file is saved to the chosen location.
Either party can cancel the file transfer by clicking .