How to Send PDFs through WhatsApp Using Bytephase CRM

By Published On: June 28th, 2024Categories: Features1.4 min read
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Send pdf on whatsApp

Step-by-Step Process to know how to send pdf on whatsApp 

Open any print detail page.

  1. Click on whatsapp button
Whats-App Button
  • A popup will appear asking if you want to send the PDF via WhatsApp. To proceed, you’ll need to install the extension. Click on the “Add Extension” link to install it. or Click Here to get extension direct Add Extension

WhatsApp Mesaage Preview popup
  • You will be directed to a page with an “Add to Chrome” button. Simply click on it, and the extension will be added to your browser.
Add To Chrome Button
  • Now, open WhatsApp in another tab and keep it open.
  • And that’s it! Now, refresh the Bytephase portal, open the document you want to send via WhatsApp, and click the WhatsApp button again.
  • A popup will appear with a predefined message template. You can update the message if needed, then click “Send Message.” The message, along with the PDF, will be sent via WhatsApp.
WhatsApp Msg Update popUp
  • And all set! The message will be sent with the attachment like below
WhatsApp Message

Great job! 💳💼🎉

That’s it! You have now successfully able to sent pdfs On Whats App.

Refer to the video below for additional guidance.

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Vishwajit Sayambar

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