Files

Files: A document that is attached to a section within the app.  

Consider the "Manage Files" section to be like a File Cabinet.  While in the "File Cabinet, the documents are only visible to the Administrators.  Only once a file is associated to a location within the app, then it is visible to users.

Note: Files must be a PDF or Word document.  JPEG or other formats will not attach

Best Practice: Upload a file to Manage Files prior to creating a category for the file on a screen or before adding it to a button on a detail page.

• Related Articles

• How to add a Document / File to a Custom Button

  How to add a Document / File to a Custom Button 1) Upload a document by clicking the "Manage Files" button (located under "Quick Access on the left). 2) Click "Create Folder" to organize documents 3) Click "Upload File" to upload individual documents ...

• How to Add A Document / File to the Homescreen or as a Submenu Category

  How to add a Document / File to your Mobile App: 1) Create a custom form by clicking the "Manage Forms" button (located under "Quick Access on the left). Note: Consider the "Manage Files" location your "File Cabinet".  You can add / store documents ...

• How to add Documents or Files within the app

  Click Manage Files from the Admin Console Homescreen (button on the left) Click Upload Files to upload individual files Click Into the Box and Choose the Appropriate File to Upload Click Create Folder to create folders for documents Enter Folder Name ...

• How to Add A Custom Form to the Homescreen or as a Submenu Category

  How to add a Custom Form to your Mobile App: 1) Create a custom form by clicking the "Manage Forms" button (located under "Quick Access on the left). Click HERE for the steps to create Custom Forms.  There is an order of operations that is easiest ...

• Content Layout Options or Types of Content

  When determining the content for your app, here is an overview of the layout options:   Detail Page(s): Ideal for many uses within the app.  Local business listings, includes address, phone, website and hours.  Photo and description are optional ...