Visual Space manual, Docs, Share Documents In Chat
Use this walkthrough to bring one document or a carefully chosen set from Documents into an active Chat conversation. You will keep the source material in its library location, review exactly what Chat accepted, add a useful explanation, and confirm that the resulting attachments or links respect the source access rules.
Bring a file or document into the conversation where people need it. The drag handoff prepares the message; you review the accepted attachments and send it yourself.
Start In The Right Activity
Open Documents for the activity whose Chat should receive the material. You need access to both the source and the destination conversation, and dragging must be available in your current view.
A reader's ability to see a conversation does not automatically grant access to every linked document. Choose source material that belongs with this audience.
Select The Material
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Share one item - Start from a card that is not part of a larger selection.
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Build a set - Hold Command on macOS or Control on other systems while selecting individual items. Use Shift for a visible range or a selection rectangle from empty grid space.
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Review the highlights - Remove unrelated material before dragging. A selected card carries the full selected set.
The highlighted Engineering folder and article form one exact two-item payload before the drag begins.
A small, deliberate group is easier to explain and less likely to exceed the composer's remaining attachment capacity.
Carry It Into Chat
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Start the drag - Pick up the single card or one of the highlighted cards in your set.
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Hover over the handoff area - Move toward the lower Documents area until Drop to chat appears. Keep holding while the view switches to Chat.
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Check the conversation - Confirm the intended activity is open. Press Escape before dropping if it is wrong, then return to the correct Documents location.
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Drop on the accepted surface - Look for Drop document to share, then release. Accepted items appear in the composer and are not yet sent.
Review What Reached The Composer
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Compare the attachments - Check filenames, previews, and document links against your intended set.
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Read any limit warning - Chat accepts only what fits its remaining capacity. Existing attachments also use that capacity.
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Remove accidental items - Removing a composer attachment does not delete its source in Documents.
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Plan the remainder - If only part of the selection fit, send a coherent first group and share the remaining items in another message.
Images and videos use media attachments, stored files use file attachments, and other supported document types use links. The original items stay in Documents.
Add Context And Send
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Explain the purpose - Say whether readers should review, approve, compare, or keep the material for reference.
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Identify the starting point - For several items, mention which one to open first. If another message will complete the set, say so.
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Review the final message - Check the conversation, text, attachments, and links together, then send.
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Open the sent material - Confirm it opens the intended file or document. If a reader cannot open it, review access to the source area rather than reposting the same link.
If Chat did not open, restart the drag and keep hovering over Drop to chat until the switch occurs. If the composer accepted only a few items, use its actual contents to select the remainder; repeating the full set can create duplicates.
For a personal return path instead of a conversation, use View Later. To keep an independent personal version, follow Keep a personal copy.
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