> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/bot/send-action/send-document.md).

# Send Document

{% embed url="<https://app.supademo.com/demo/cmm3gs2uj1c31q1bryc0b6e6l?utm_source=link>" %}

### Overview &#x20;

The **Send Document** action allows you to send document files within a bot flow.

This action:

* Sends files such as PDF, Word, Excel, or PowerPoint
* Supports optional caption text
* Does not collect user input
* Automatically proceeds to the next connected node

### Add a Send Document Action &#x20;

1. Click **Add Node**

{% embed url="<https://app.supademo.com/demo/cmp2azhk80072w80j23ez2jn2?utm_source=link>" %}

2. Select **Send Action**
3. Choose **Send Document**

{% embed url="<https://app.supademo.com/demo/cmp2b2fz001d2ur0jrfvrztw0?utm_source=link>" %}

The Send Document configuration panel will open.

#### **Action Name**&#x20;

The **Action Name** is used for internal reference.

* Helps identify the action within the flow
* Does not appear to customers

Examples:

* Product Brochure
* Invoice Copy
* Pricing Sheet

{% embed url="<https://app.supademo.com/demo/cmp2b56i801d5ur0jbi3ux182?utm_source=link>" %}

### File Name Configuration &#x20;

You must configure how the document file name appears to the customer.

#### File Name Type &#x20;

Select the file naming method.

Available options:

* **Default**
* **Manual**

**Default** &#x20;

The original file name from the uploaded document will be used.

**Manual** &#x20;

You can manually define a custom file name.

{% embed url="<https://app.supademo.com/demo/cmp2bkzuu011swz0j69e61io6?utm_source=link>" %}

#### File Name &#x20;

If **Manual** is selected:

* Enter the desired file name
* The document will be delivered using this name

Example:

* Company PDF
* Product Catalog 2024

{% embed url="<https://app.supademo.com/demo/cmp2bmd3t011vwz0jiphctdzq?utm_source=link>" %}

#### Upload Type – From Media &#x20;

Use this option to select a document from the Media Collection.

Steps:

1. Select **Upload Type – From Media**
2. Click **Upload Media**

{% embed url="<https://app.supademo.com/demo/cmp2bfsef01uhxn0jc16ckq9k?utm_source=link>" %}

1. Choose the required document from the popup
2. Confirm selection

The selected document will be attached to the action.

#### Upload Type – URL &#x20;

Use this option to send a document using a direct URL.

**URL** &#x20;

Enter the publicly accessible document URL.

**Fallback URL** &#x20;

Enter a backup document URL.

If the primary URL fails or is inaccessible, the fallback URL will be used.

### Caption (Optional) &#x20;

{% embed url="<https://app.supademo.com/demo/cmp2bnl3r01dtur0jowz1lvvz?utm_source=link>" %}

You can add caption text along with the document.

Caption features:

* Maximum length: **4096 characters**
* Supports emojis
* Supports text formatting
* Supports variables

Use the caption to provide context or additional information about the document.

#### **Text Formatting Options (Caption)**&#x20;

**Bold** &#x20;

1. Select the text
2. Click **B**

**Italic** &#x20;

1. Select the text
2. Click ***I***

**Strikethrough** &#x20;

1. Select the text
2. Click ~~**S**~~

**Emojis** &#x20;

Click the Emoji icon to insert emojis.

### Add Variable &#x20;

Use **Add Variable** to insert dynamic data into the caption.

When sent, variables are automatically replaced with customer-specific data.

#### Customer Fields &#x20;

Predefined fields stored in the customer profile.

Examples:

* Customer Name
* Phone Number
* Total Amount
* Custom Fields

Example usage:

Hi {{customer.name}}

To insert a variable:

1. Click **Add Variable**
2. Select the required field
3. The variable will be inserted automatically

#### Supported File Formats &#x20;

* application/pdf
* application/vnd.ms-powerpoint
* application/msword
* application/vnd.ms-excel
* application/vnd.openxmlformats-officedocument.wordprocessingml.document
* application/vnd.openxmlformats-officedocument.presentationml.presentation
* application/vnd.openxmlformats-officedocument.spreadsheetml.sheet

#### File Size Limit &#x20;

Maximum file size: **100 MB**

Files exceeding this limit will not be accepted.

#### Save and Deploy &#x20;

After configuring the action:

1. Click **Create** to add the action to the flow

{% embed url="<https://app.supademo.com/demo/cmp2bphmw011zwz0jbl9i1ekk?utm_source=link>" %}

2. Connect the node within the flow
3. Click **Publish** to deploy changes

#### Validation Before Publishing &#x20;

Before publishing:

* Confirm file format and size meet requirements
* Verify URL accessibility (if using URL upload type)
* Ensure fallback URL is valid (if configured)
* Confirm file name type is set correctly
* Test the flow to confirm correct document delivery