Easily add documents to Dext via Whatsapp
Note: this feature is currently in testing and is not yet available to all users
Connecting to your Whatsapp Account
To connect your Whatsapp account to your Dext account:
Go to Teams or Users and click on the user you wish to set up the connection for
Scroll down to Whatsapp and click Activate
Enter the user’s phone number and click Confirm
4. This will send a message to the user in Whatsapp, prompting the user to confirm the connection with Dext.
5. The user must go to Whatsapp, and click Confirm in response to the message.
6. The connection is now set up!
Adding Documents via Whatsapp Web App
To add a document to Dext via Whatsapp:
With the Whatsapp web app open, go to the chat with Dext and simply drag and drop the relevant file into the chat window
Alternatively you can click the + icon at the bottom of the chat window then find and select the relevant file
The item will then appear in the Costs Inbox
Adding Documents via Whatsapp Mobile App
To share a file from Whatsapp to Dext:
In Whatsapp go to the chat with Dext and click the + button at the bottom of the chat
Select the relevant file and confirm sending it to Dext
The item will then appear in the Costs Inbox