Page tree
Skip to end of metadata
Go to start of metadata

Uploading documents and photos can be useful when you need to provide photos of completed work or upload documents relevant to the job.

You can add documents and photos in several areas in AroFlo Field, including a task, checklist item, client card, and location.

See below for a few of these areas.

Adding documents or photos

  1. Go to the area you want to add a photo or document to:

    1. Main Menu > Tasks and tap to open the task you need
    2. Tap the More tab >  Documents & Photos
    1. Main Menu > Quotes  and tap to open the quote you need
    2. Tap the More tab >  Documents & Photos
    1. Main Menu > Purchase Orders and tap the order you need OR open a task and tap Items > Purchase Orders > Search or Create Order
    2. Tap Documents & Photos.
    1. Main Menu > ManageClients and tap the client you need
    2. tap Client Details to open the client card
    3. Tap the More tab >  Documents & Photos
    1. Main Menu > Manage > Users and tap to open the user card you need
    2. Tap the More tab >  Documents & Photos
    1. Main Menu > Manage > Assets and locate the relevant asset card using the categories
    2. Tap the asset >  Documents & Photos
    1. Add material to a task or quote
    2. Locate the relevant inventory item using the categories
    3. Tap the inventory item>  Documents & Photos
    1. Main Menu > ManageClients/Suppliers and tap the client/supplier you need
    2. Tap Locations
    3. Select the location you want to add documents to > Location Details
    4. Tap Documents > Add documents
    1. Main Menu > Tasks and tap to open the task you need
    2. Tap the More tab >  Forms > [Select form] > Add Documents & Photos.

    Applies to custom compliance forms only.



  2. On the next screen you will be presented with two options:

    • Option 1: Tap Upload if the file or photo already exists on your phone.
    • Option 2: Tap Take Photo if the file or photo does not yet exist on your phone.

The More tab on a task

Option 1: Upload a document or photo

  1.  After tapping Upload, select the action (where you want to upload the file from)

    The available upload actions are dependent on your phone manufacturer.

  2. Locate and select the file you want to upload.

Your document or photo will be saved to the task:


Option 2: Taking a photo

  1. Tap Take Photo

    The available camera actions are dependent on your phone manufacturer and you may need to select your camera application.

  2. Take the photo. After capturing, two options appear: Retry or OK.
  3. Tap OK to upload your photo to the task or client card.

The name given to the file is dependent on your phone manufacturer.

To change the name of a photo, save it to your camera roll and rename it before uploading it to AroFlo.

Manage the document or photo

Once you've added the document or photo, tap Save and then tap the:

  • image thumbnail, to preview the file and scroll through to other photos if applicable, or
  • file name, to access the document options, including renaming, adding a comment, or setting a filter to determine who can view the document.
Document options:
SettingDescription
Original Document / ImageOpen the original document or photo in full size, in a new tab.
Name:

Rename the document or photo (see image to the right).

File extension

Although the file extension (e.g. jpg) will be visible, it is read only and cannot be edited.

Comment:Add or edit a comment to be listed with the document or photo. These comments can be referenced if the photos are added to layouts, including quotes and invoices.
Filter:

Access Visibility restricts who can view the document. The available options are:

  • Internal Only - visible only to internal staff who can access the task or client card.
  • Internal Admin Only - visible only to internal staff with Admin User Rights who can access the task or client card.
  • Show Client - also visible to the client from their login.
  • Show Contractor - also visible to the subcontractor from their login.
  • Show All - visible to anyone who can access the task.
Created:See the date and time when the document or photo was uploaded.
Uploaded by:See who uploaded the document or photo.
DeleteDeletes the document or photo.

In this image, a photo is being renamed via the Name field

Setting a default document or photo

For inventory items and assets, you can choose a thumbnail to display next to the item when viewing it from a list:

  1. Select the item from the list
  2. Select Documents & Photos
  3. Select the photo to be used as the default and select Default Document
  4. Save

The file will have a  green tick  next to it.

When viewing the list again, the thumbnail will display. If there are multiple documents and photos attached, a counter will display to let you know how many are attached.

Tap the thumbnail to preview the photo or document and cycle through them if there are multiple.

Learn this Feature Your Way
On this page:

Feature access

Parts of this feature are included in AroFloGo.

Need Help?

Contact our support team.



  • No labels