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.
1. Go to the task or client card you want to add a photo or document to.
2. Tap Documents & Photos.
3. On the next screen you will be presented with two options:
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.
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.
Once you've saved the document or photo, you can tap the:
Access Visibility restricts who can view the document. The available options are:
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.
Tap Documents & Photos.
Tap the name of the file you want to set as the default, then tap the Default Document radio button and Save.
The default file now has a green tick.
Items with multiple documents or photos appear with a shaded counter.