Bitrix24 card files: visible, dragged in, removed Briefly Photos and PDFs in card fields show as small pictures and open without downloading. A file from the chat is dragged with the mouse straight into a file field of the card. A file not needed is removed with the cross next to it, after the question «Remove the file from the field?». The message menu copies the text, and for a file without a caption — a link to the file. The «Contract» field in the card on the right: a PDF first page and a photo as small pictures Before, files in the card were plain links, and to put a client file into a field you had to download it and upload it to Bitrix24 again. Now card files show as pictures and open over the chat , and a file from the chat is moved into a field with the mouse and removed the same way. The rights are those for editing the card, set by the role in the team . What to do: open a dialogue with a client who has a card in Bitrix24, find the file field on the right and drag a file from the chat onto it.
Open a dialogue with a client who has a card in Bitrix24 and find a file field on the right. Click a picture to view the file. To add a file, drag it from the chat onto the field and release when «Release to add the file» appears. To remove a file, hover over it, click the cross and confirm with «Remove». To copy a link to a file, open the message menu and choose «Copy link». A file from the chat moved onto the «Contract» field: the field is lit up The question «Remove the file from the field?» with the «Remove» and «Cancel» buttons The menu of a file without a caption: the «Copy link» item Dialogs → Chats → right panel → CRM card
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Related articles Getting started What TehProf Dialogs does, the first step, the trial and payment
Start here — How to connect a WhatsApp number to Bitrix24 or amoCRM: find your case in the table — QR, the official API or Coexistence — and open the matching guide.What TehProf Dialogs is — TehProf Dialogs connects WhatsApp to Bitrix24 and amoCRM: chats, calls with recording and transcripts, groups, three ways to connect and prices in tenge.Which way to connect — How WhatsApp Web by QR differs from the official WhatsApp Business API for a CRM: the phone app, templates, groups and calls. How to choose a method.Trial and payment — How the 3-day trial works, how to issue an invoice for a WhatsApp line and pay it by transfer, how to renew the term and what happens when it ends.Dialogs in 10 minutes — TehProf Dialogs training: chats, dialogues, calls, analytics, channels and settings, who sees what, connecting AI and what to know from day one.Connect WhatsApp By QR code, a new number through Meta, a number from your phone or another provider
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amoCRM quick start — Install the app, connect a WhatsApp line to amoCRM and test an incoming message and a reply. Steps, screenshots and connection checks.Chatting with clients Signing in, replying, replying after a day of silence, saved replies and templates, notifications
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