Actions on Documents
You can perform following actions on the Document page:
- Attach a document
Windows: Click the file explorer button or the camera button.
Android/iOS: Tap the plus (
) button and then the file explorer button or the camera button.Browse and select the document or take a picture with the camera.
Note: The document is available in the Document Management System after synchronization. - Download a document
Windows: Click the download icon or select the document and click the
option.Android/iOS: Tap the download icon or select the
option from the context menu.Note: Documents can also be downloaded automatically. Refer to chapter 4 paragraph Documents Setting for details. - View a document
View a downloaded document or locally created document by clicking or tapping the document record.
- Search a document
Search for a document by specifying a text in the Search box.
Windows: The Search box is located at the top of the screen.
Android/iOS: The Search box can be activated by clicking the magnifying glass.
- Sort documents
Sort the documents by name, date, type, or object hierarchy.
Windows: The
option is located at the top of the screen.Android/iOS: The
option is located in the context menu at the top right corner.