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.

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".

• Related Articles

• 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 ...

• 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 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 ...

• 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 ...

• *Scavenger Hunts - How to Add Scavenger Hunts to the App

  After a Scavenger Hunt has been created, it must be "attached" somewhere to be visable by the app Users. No Users can see the Scavenger Hunt created in the "Manage Hunts" section until it is associated to a button, activity or category. HOW TO ...