Hey there, Awesome Customers!

Just a heads up: We'll be taking a breather to celebrate International Workers' Day (May 1st and 2nd - Wednesday and Thursday) and Orthodox Easter from Good Friday (May 3rd) through Easter Monday (May 6th). So, from May 1st to May 6th, our team will be off enjoying some well-deserved downtime.

During this time, our customer support will be running on a smaller crew, but don't worry! We'll still be around to help with any urgent matters, though it might take us a bit longer than usual to get back to you.

We'll be back in action at full throttle on May 7th (Tuesday), ready to tackle your questions and requests with gusto!

In the meantime, you can explore our documentation for Amelia and wpDataTables. You'll find loads of helpful resources, including articles and handy video tutorials on YouTube (Amelia's YouTube Channel and wpDataTables' YouTube Channel). These gems might just have the answers you're looking for while we're kicking back.

Thanks a bunch for your understanding and support!

Catch you on the flip side!

Warm regards,

TMS

Okay
  Public Ticket #2520851
Uploading and sharing documents
Closed

Comments

  • Siddharth started the conversation

    Hi,

    We have a use case where the customer needs to share documents with the employee and vice-versa. By adding an attachment custom field we are able to provide the customer a facility to upload a document which is then visible to the employee along with the appointment details. 

    But we are unable to find a way to get an employee to upload a document / file which then is visible to the customer on his panel. Please let us know of a way to do this.

    If such a facility is unavailable out of the box, can a customisation be done to achieve this?

    Regards

    Sid

  • [deleted] replied

    Hello Sid, 

    Thank you for your purchase. 

    It isn't possible for employees to send documents to customers via Amelia, or add them to the Customer panel with the plugin's built-in features, unfortunately. Such customization isn't covered by our support, it can be a paid one but our developers won't have time for any customization in the near future.

    If you want you can try with some customization services, like Codeable for example, Codeable Custom Solution for Amelia plugin or Kraken  https://wpkraken.io/?tms-plugins (by following the links they would know it is our recommendation).