Share files with their explanation
Attach documents and evidence inside the exchange that created them. Content no longer travels separately from the decision.
What you'll learn
How share files with their explanation works inside Perfour.
What information you need and how it stays connected to Conversations.
How to preserve traceability and find the record later.
How to complete conversation files
- 01
Understand the objective
Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision. This guide focuses on share files with their explanation.
- 02
Prepare conversation files
Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.
- 03
Complete the workflow in Perfour
Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. Files travel with the explanation that gives them meaning.
- 04
Review relationships and traceability
Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references. Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.
Frequently asked questions
What is conversation files and what is it for?+
Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision.
What information do I need to share files with their explanation?+
Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.
How is this process completed in Perfour?+
Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. Files travel with the explanation that gives them meaning.
Which other modules does it connect with?+
Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references.
What should I check before considering it complete?+
Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.