‘Resources’ are files of any type that you would like to be available to your agents in the field.
‘Resources’ enables you to upload documents into the management portal. You can view documents in PDF, PowerPoint, spreadsheets, and other digital forms using any Apple, Android, or Windows device. This includes sales literature, safe work method statements, materials safety data sheet, catalogues, safety manuals, and company policy documents.
You can also upload your latest colour catalogues so you don't need to reprint new catalogues and brochures. Your salespeople no longer have to carry around bulky new brochures and sales catalogues. You can upload the brochures as a pdf and inform them so they can sync the app, view the new brochure or catalogue, and show it to your customers.
Every time you upload a document, your mobile workforce will have access to everything while they are on the field. When you update your management policy, you can upload the latest version and your employees can sync and access the updates using their mobile devices. Instead of paper versions, they can simply update the app and view the latest policy. You can change settings so that, by default, everybody has access to the latest version. This makes the Formitize app a powerful tool for company compliance.