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# How to Handle Files Customers Send by Message
- URL: https://blog.jestor.com/handle-files-customers-send-by-message/
- Published: 2026-09-17T22:39:18.000Z
- Updated: 2026-09-17T22:39:18.000Z
- Author: Bruno Bannach

To **handle files sent by message**, the attachment has to reach the record rather than staying in a thread. A document received and left in a conversation is a document nobody can find later.

## What happens when files stay in threads

They exist and are unreachable.

- Documents downloaded manually and re-uploaded
- Files lost when a conversation scrolls away
- No connection between the document and the process it belongs to
- Data inside the document never extracted

## What good handling looks like

- **Attachments land as fields** on the record automatically
- **Documents readable inline**, without downloading
- **OCR extraction**, so the data enters the record
- **Connected to the process**, not just to the conversation
- **Available to whoever takes over** the case

## How to set it up in Jestor

1. Connect **WhatsApp** to **Jestor** so conversations and attachments become records.
2. Confirm attachments land in the correct field on the card.
3. Add PDF blocks so documents display inside the card.
4. Enable **OCR** where the document carries data you would otherwise retype.
5. Save the file to a documents table as well, where a document-level view helps.

## Why choose Jestor for message-based document intake?

The stated purpose of the integration is removing manual work, and attachments are where that is most measurable: a file arrives and lands in the right field without anyone downloading it.

Because OCR is available on the same field, an invoice sent by message can populate a payment request rather than being transcribed.

## Frequently Asked Questions

### Do attachments reach the record automatically?

Yes, in the correct field. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can data be extracted from them?

Yes, through OCR.

### Can documents be read without downloading?

Yes, using PDF blocks.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.