The Document Directory is a storage area for documents and photos that are not specific to a particular record (e.g. task, client). Items uploaded to a specific record will remain only within that record and will not appear in the Document Directory.
The document directory functionality is only available if you have Document Storage enabled for your AroFlo subscription.
To find out more or to activate this feature, please call AroFlo Customer Support or log a support request.
The Document Directory is a great place to store shared documents and photos that you need to use regularly, e.g. terms and conditions, pricing schedules, info sheets, and product photos.
|In AroFlo Office, you can easily add these shared files from within any area that has the Document and Photos tab, e.g. Tasks and Quotes.|
View Document Directory
Although The Document Directory can be viewed within AroFlo Field, you're only able to view files and their folder structure. Use AroFlo Office to upload, edit and manage your files and more. See Office: Document Directory.
Access the Document Directory via Menu > Manage > Documents.
Viewing Documents and Photos
Tap the row to view the document or photo. Photos will have the option to scroll through to other photos if applicable. Tap the (blue box with arrow) to view the photo in full size.
Tap the(eye icon) next to a file to view the file details such as the name of the file, who uploaded it and when it was uploaded.
Tap the (magnifying glass) to search for files in the Document Directory. You can either search by file name or comment.