How to add a Document / File to a Custom Button

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


Notes
 Note: There is a recommended order of operations that is easiest for adding documents. 
First, upload the documents and then attach them as needed throughout your mobile app.



Note: Consider the "Manage Files" location your "File Cabinet". 
You can create folders and upload files here. 
No users will see these documents until they are attached to a specific category or button within your app.

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How to add a Document to a custom button:

Use Cases: 

  1. Detail Pages

  2. Activity / Event Listings



DETAIL PAGES / BUSINESS LISTINGS

1) Click the pencil to edit the Detail Page 

2) Click the "Buttons" bar on the right

Under "Additional Custom Buttons", follow the steps below:

3) Enter Title : Name of the button

4)  Icon : Search or scroll for the appropriate icon
5)  Action: Choose "Open File" 
6)  Choose from the drop down box the appropriate file.
7) Web View - When checked, the document will have the appearance of opening within the app.  If unchecked, the document will open in a separate browser from the app.
8) Click "Add  Button"
9) Click Submit
Note: Approved format of documents / files: 
  1. jpg
  2. png
**PDF files will not display correctly



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ACTIVITY / EVENT LISTINGS

1) Click the pencil to edit the individual / recurring Activity or Event 

2) Click the "Additional Buttons" bar on the right

Under "Additional Buttons", follow the steps below:

3) Enter Title : Name of the button

4) Icon : Search or scroll for the appropriate icon
5) Action: Choose "Open File" 
6) Choose from the drop down box the appropriate file.
Note: Approved format of documents / files: 
  1. jpg
  2. png
**PDF files will not display correctly
7) Web View - When checked, the document will have the appearance of opening within the app.  If unchecked, the document will open in a separate browser from the app.
8) Click "Add  Button

9) Click Submit