How to Add A Document / File to the Homescreen or as a Submenu Category
How to add a Document / File:
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) Choose Type: File
3) Enter Title
4) Choose File from the Dropdown menu of Files in the "Manage Files"
5) Click into Icon section to search or scroll for the associated icon
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.
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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