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 here and no users will see them until they are attached to a specific category or button within your app.
Note: Consider the "Manage Files" location your "File Cabinet". You can add / store documents here and no users will see them until they are attached to a specific category or button within your app.
How to add a Document / File to a Homescreen or Submenu Category in the Admin Console:
1) Click Add Item
2) Title of Category
3) Click into Icon section to search or scroll for the associated icon
4) Choose Type - File
Note: Recommendation: Choose a pre-uploaded file to associate to a field on the homescreen. Files can be created within the "Manage Forms" section prior to being available for selection for the homescreen or click "Create New File" A new tab will open in order for you to upload a new file.
5) Choose from the drop down box the appropriate file.
6) 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.
7) Click Submit
Note: The new icon will appear at the bottom of the homescreen. Icons can be sorted by clicking "Enable Sorting".
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