/
Working with Documents/Identifiers

Working with Documents/Identifiers

Mar 18, 2019

A user who wants to upload or download documents from his/her clients can do it from the app.

Also, identifiers work similarly to documents, so you can also follow this guide.

On this page:

Prerequisites: Logging in and Opening clients

There are two things you need to do before you are working with Documents and Identifiers:

  1. You need to be logged in. (See Login/Logout)

    1. Once you are logged in, it should take you to a screen similar to the following:





  2. You need to open a client whose documents you want to read or write. (See Search & View Client Details)

    1. To open a client, first tap the menu in the action bar in the top left corner (three lines). A menu should pop up as the following:





    2. Tap Clients. This will take you to a list of clients which you can select from. A sample list is shown below:





    3. From there, you can scroll through to find your client and select it. A sample client is shown below:





Working with Documents

Uploading a document/image

You can upload multiple documents for every client.

  1. Once you have a client opened (See above for a sample client), tap on the menu key in the top right corner (three dots). This will bring up an expanded menu, which should look like the following:




  2. Tap Documents to view the Client's documents. A sample list of documents is shown below:





  3. To upload a document, simply tap the plus icon. This will bring up a dialog, which should look like the following:





  4. Fill out the fields shown (Name and Description). Then tap on "Click to Choose File", navigate your device using a file manager, and find the document you want to upload. A sample filled dialog looks like the following:

  5. Finally, tap on the blue "UPLOAD" button.


Managing a Document/Image (Downloading, Updating, and Removing a Document)

  1. In order to manage a document, navigate to a Client's documents as described above. A sample documents page is shown below:





  2. Tap on the cloud icon next to a Document . This will bring up a menu containing three actions you can perform. A sample menu is shown below:


  3. You can perform three actions:

    1. Download the document to your device by tapping download.

    2. Remove the document from the client by tapping remove.

    3. Update the document by tapping update. This will bring up a similar dialog to when uploading a document. A sample dialog is shown below:



Working With Identifiers

Adding an Identifier

  1. First, navigate to a client, and tap the menu. A sample menu is shown below:





  2. Instead of tapping Documents as before, tap Identifiers. It will take you to the Identifiers for that Client. A sample identifiers page is shown below:





  3. Tap the plus icon in the top right hand corner. It will bring up a dialog which looks like the following:





  4. Fill out the necessary fields. A sample filled out Identifier is shown below:

  5. Tap the blue Create Identifier button.

  6. If you refresh the Identifiers page, the new Identifier should be there. A refreshed Identifiers page is shown below:


Managing an Identifier

  1. Navigate to the Identifiers page as described above.

  2. To manage an Identifier, tap the menu (three dots) next to it. It will expand a menu, which should look like the following:





  3. You can perform two actions:

    1. Remove the Identifier by tapping Remove.

    2. Manage the Documents by tapping Documents. From there, everything is as described under the Working with Documents section above.