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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 to a task or to a client card.

Adding documents or photos


1. Go to the task or client card you want to add a photo or document to.

For...go to...
TasksMain Menu > Tasks and tap to open the task you need.
Clients
  • Main Menu > Clients and tap to open the client card you need.
  • Tap Client Details.

2. Tap Documents & Photos.

3. 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.


Option 1: Upload a document or photo


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

The available upload actions are dependent on your phone manufacturer.

Locate and select the file you want to upload.

 

Your document or photo will be saved to the task.

 


Option 2: Taking a photo


Tap Take Photo and select your camera application.

The available camera actions are dependent on your phone manufacturer.

Take the photo. Two options appear: Retry or OK.

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 saved the document or photo, you can tap the:

  • image thumbnail, to view the file
  • file name, to add a comment or to set a filter to determine who can see the file.
SettingDescription
Original Document / Image >View / open the original document or photo.
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 / photo was uploaded.
Uploaded by:See the user that was logged on when the document / photo was uploaded.

 

Setting a default document or photo

If there is only one document or photo uploaded to an item (client, asset or inventory card), a thumbnail will appear beside the item name.

If there are multiple documents or photos, one file must be set as the default. This one will appear as the thumbnail.


To set a default file, tap the name of the item you've uploaded the files to.

 Click to enlarge

Tap Documents & Photos.

 Click to enlarge

Tap the name of the file you want to set as the default, then tap the Default Document radio button and Save.

 Click to enlarge

The default file now has a green tick.

 Click to enlarge

Items with multiple documents or photos appear with a shaded counter.

 Click to enlarge




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