Adding Files & Docs
When you’re looking to add a new file or document accessible to app users as an icon on the mobile app’s start screen or via user interaction within a screen type, you can achieve this on the Files&Docs page of the web portal.
When logged into the web portal, navigate the left menu area to Data Hub > Files&Docs.
Once on the Docs page, all existing Docs will be visible.
You can organize docs into folders, manage docs to trash them, and filter using the Search Box. By default, any Archived Docs will not show, but you can display these by checking the Show Archived checkbox adjacent to the Search Box.
To create a new Doc, click the “Add New” button on the top right.
After clicking “Add New,” the page will refresh to the Create Doc page, where you can enter the Basic Setting (Required) and configure the Advanced Options (Optional) of the file or document to be uploaded.
| Property | Description |
|---|---|
| Name | Enter a name for the Doc file. This name is what will show to mobile app users. |
| File | Choose a file (<75MB) to upload from your computer. This is the file you want to make available to your users. |
| Icon To Display | Choose an icon to display to app users. This helps quickly identify types of Docs for your users in the field. |
| Description | The description field is used to capture additional information about the doc. |
| External ID (Optional) | Enter an External ID for the Doc. This field allows you to link the Doc to any other system or naming conventions you may use for your documentation. |
| Restrict To Group (Optional) | Restrict access to a specific user group created on the Users&Groups page of the web portal. |
| App Display Order (Optional) | Select the order in which you would like the doc displayed. |
| Download On Demand (Optional) | By default, docs are automatically downloaded to the device if a user has been granted access. This is ideal for potential offline cases, but if there are numerous extensive docs, device storage could become an issue. Alternatively, enabling Download on demand ensures that docs are only downloaded to the device when needed. However, an internet connection is required then. |
| Hide From Users (Optional) | You can choose to Hide From Users. This prevents this item from being displayed on the default start screen. This is useful when an item should only be opened by a User Interaction (e.g., from an icon on an Icon Board Screen) |
| Create Doc | Once you’ve filled out the fields, hit the Create button to create the Doc to be visible in-app. |
This may take a while if you are uploading a large file. (Maximum 75MB)
When uploading files, you should consider the file size since the app will download this file. If you have a lot of large Doc files (over 1 megabyte), you should ensure that your users’ mobile data plans have sufficient data allowances to handle this.
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