Resources

What are 'Resources?'
‘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 ...
Thu, 2 Oct, 2014 at 3:54 PM
What happens when I select 'New Resources?'
New Resources enables you to upload documents into the management portal that your mobile workforce can access in real time. Documents to view include Power...
Fri, 26 Jul, 2013 at 4:26 PM
How do I add a 'New Resource?'
To add a new resource, give it a name, choose the file from your computer, add an optional description, and press 'Save.'
Fri, 26 Jul, 2013 at 2:41 PM
What can I do with 'New Resources?'
Management can use 'New Resources' to upload new documents so that your mobile workforce will have access to everything while they are on the fiel...
Fri, 26 Jul, 2013 at 2:41 PM
What happens when I add new resources?
Any resource that you add through the Management Portal automatically syncs with your agents' device, much the same way as forms and jobs do.
Fri, 26 Jul, 2013 at 2:37 PM
What happens when I select 'View Resources?'
When you select 'View Resources' from the 'Resources' section of the Management Portal, a list of 'View Only' documents will a...
Fri, 26 Jul, 2013 at 4:29 PM
What is the Resources Module?
The Resources module is a really useful document management solution. You can upload documents in the Management Portal that will sync automatically to the ...
Wed, 28 Jun, 2017 at 5:15 PM
How does Resources Expiry Tracking work?
If your Resource has an expiry date, as many documents do, you can enter the expiry date as you upload the Resource and Formitize will automatically remind ...
Wed, 28 Jun, 2017 at 5:17 PM
What can I do with Emailing Resources - The New Feature?
The new feature allows the Mobile App user to email the Resource document to someone else by simply swiping the the Resource from left to right and clicking...
Wed, 28 Jun, 2017 at 5:18 PM