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.
View documents and photos
Go to the area you want to view already existing documents and/or photos:
Click here to see a list of areas where you can view documents and/or photos
AroFlo's Document Directory is a repository for documents and photos that you need to use regularly, e.g. terms and conditions, pricing schedules, info sheets, and product photos.
To access the Document Directory in Field, tap Main Menu > Manage > Documents.
Looking for Project documents?
If you're on a project task, you'll also have the option to view Project documents via the More tab > Project Documents.
Task (Custom Field)
Your business may have custom fields to upload and view documents. These appear in the Task Overview tab.
Project Documents can also be viewed from tasks within a Project.
Custom Forms can also contain Documents & Photos fields. Tap Add Documents or Photos to get to the upload options.
Adding documents or photos
- Go to the area you want to add a photo or document to (see View documents and photos, above)
- On the next screen, you will be presented with two options:
- Option 1: Tap Upload Files 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.
If dealing with a Task or Quote with document folders, you may want to select a folder before you upload or take a photo. See Document Folders, below.
Choose how you would like to upload your document/photo:
Apple devices only
|To ensure photos taken from your device can be uploaded into AroFlo, we recommend your Photo Mode in your camera settings is set to 12 MP.
- After tapping Upload Files, select the option that best represents where you'd like to upload your file from
The available upload options are dependent on your phone manufacturer.
- Locate and select the file you want to upload
Your document or photo will be saved.
- Tap Take Photo
The available camera actions are dependent on your phone manufacturer and you may need to select your camera application.
- Take the photo. After capturing, two options appear: Retry or OK.
- Tap OK to upload your photo.
The name given to the file is dependent on your phone manufacturer.
To change the name of a photo, either save it to your camera roll and rename it before uploading it to AroFlo, or use the rename function (see below).
Document folders can only be created using AroFlo Office.
The Document Directory, Tasks, Quotes, and Projects have the additional option of displaying Document folders.
When you enter the Documents and Photos section, documents and photos in 'All Folders' will automatically be shown and the name of the folder will be listed above each item.
To view a particular folder, tap Folders to open the directory structure and select from the list. From there you can upload to that particular folder.
If you don't select a folder when uploading, your photo or document will be added to 'All Folders' and shown as 'Root Folder' in the list.
Project Documents and Photos
To display the folder structure for Project Documents when accessing from a Project, use the Filter By option and select Project Only.
You can also access Project Documents from a project task (More > Project Documents), however, you can only view the project's folder structure from the project itself, as above.
Manage your document or photo
Once you've added the document or photo, tap the:
Remember to Save Documents to update your changes.
Projects and the Document Directory
Project Documents and the Document Directory are Read-Only so you won't have the full options available to you. You can, however, tap the(eye icon) to view the file details.
Description of fields
Document and Photo settings
Tap the at the top of the page to access the page settings.
Unavailable for Project Documents or the Document Directory.
Changing the default document or photo
For inventory items and assets with multiple images attached to them, you can change the thumbnail that displays next to the item when viewing it from a list.
From the Documents & Photos area:
1. Update default document
|The file will have a green tick next to the default document.
3. Refresh the list
When viewing the list again, the thumbnail will have changed.
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.