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
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 and no users will see these documents until they are attached to a specific category or button within your app.
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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 and 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:
Detail Pages
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:
- jpg
- 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:
- jpg
- 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
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