Using Document Libraries

Document libraries allow you to attach files such as PDFs or Word Documents to certain forms and user groups so that your mobile users can reference them while completing forms.

This can be particularly useful, for example, if there are risk assessment forms to fill in, you may want your mobile user to be able to reference health and safety policies and guidance.

Document Libraries are all downloaded within the WorkMobile mobile app meaning that all documents can be accessed in offline mode as well as when a signal is available.

Setting up a Library

Libraries can be grouped into folders in order to help you better organise your documents into a logical structure.

In order to set up a document library:

Select Libraries from the main Dashboard screen left-hand menu
Select New from the left-hand menu
Enter a Name, and Description to provide a meaningful description of the contents of the library

Allocating a Library

After supplying a Library Name, you can choose whether to allocate the Library to User Groups or Mobile Users. It's important to note that while you can select multiple User Groups or multiple Mobile Users, you are unable to select both Mobile Users and User Groups.

Click Save to save this new Library.

Adding Documents to a Library

To add a document to your library:

Select the Library you have created from the Library list to which you want to add your document
Click New Library Document (see below)

Single Upload

Select the Single Upload checkbox
Click Choose File and select the file from your local computer that you wish to upload
Add a Description if required to describe the document to your users
Click the Published checkbox to make the document available
Optionally, you can make the document available for reference within one or more specific forms by selecting from the Linked User Forms

Multiple Upload

Select the Multiple Upload checkbox
Click Choose Files and select the file(s) from your local computer that you wish to upload. You can hold down ctlr or shift to select multiple documents
At this point, the documents will all be uploaded and marked as Published by default.

Video Guide

Need further help, then why not watch this video?