Use documents in the mobile app
Use the Documents library to open reference photos and files from the office or keep private documents of your own. Documents are not tied to a particular visit, so you can reach them from anywhere in the main mobile app.
Where to find it: The Documents tab at the bottom of the mobile app. If you do not see it there, select More and then Documents.
Open or download a shared document
Open Documents.
Find the document by its name and description.
Shared files appear under Shared with me.
Select the document to open it.
Select Download when you want to export a copy or open it in another app.
The app saves your document list on this device and automatically saves each file the first time you open it online. You can reopen saved files without downloading them again, including when you are offline or have restarted the app. Open any documents you will need before going somewhere without service.
If the preview says the document was not saved for offline use, check your device storage, refresh the Documents list, and reopen it before going offline. You can still view it while connected.
The library refreshes in the background when you open it with an internet connection. Pull down on the Documents list to check for newly shared files or audience changes. Files that are deleted or no longer shared with you are removed from your saved library on refresh. Uploading, deleting, and opening a file for the first time require an internet connection.
Only documents shared with all technicians or specifically with you appear in your library. If an expected document is missing after a refresh, ask the office to check its audience.
Upload a private document
Select the floating + in the lower-right corner of Documents.
Take a photo, select a photo, or select a file.
Enter the name you want to see.
Add an optional description.
Select Upload.
The document appears under My documents with a Private label. Only your technician account can list, open, or download it. It does not appear to the office or other technicians.
Private documents can be up to 25 MB.
Delete a private document
Select the delete icon on a document under My documents, then confirm Delete. You can delete documents you uploaded, but not documents shared by the office.
Deleting is permanent.
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