Project Specs - Documents

Purpose

Documents can be uploaded that are valuable for field technicians to have access to in the field. Any file or URL's uploaded on the Documents tab will be accessible by field technicians (if their mobile device supports the file type) when using MetaField's Field module. Any file type can viewed from the Project Specifications - Documents grid.

Document Groups

Document groups are used to group similar documents together. Think of them as folders. All documents must be associated with a document group.

Uploading Documents

• Click the Add Documents button above the documents grid
• Type in the desired description
• Select the Field Areas you would like the document to accessible from
• Select the Resource type (File or URL)
• Click Save to add the document

Download / View / Edit / Delete Documents

• Click the Download button (arrow pointing down) in the document grid to download the file
• Click the Preview button (picture thumbnail) in the document grid to preview the file (image and PDF files only) or to follow the URL
• Click the Edit button (pencil icon) in the document grid to edit the description.
• Click the Delete button (X) in the document grid to delete the file.