Storage Actions

In Mobile Storage, tap on an existing document to view it and perform the following actions:

  • Share — download or print the document.
  • Data View — view and edit the data fields.
  • Attachments — view any linked documents.

Storage document view

Share

Use the Share option to download or print the document.

Download

1. Tap Share

Document View

2. Tap Download

Share optios

3. Select Save to Files

Share options

4. Select the folder and tap Save

Save file to selected folder

Print

1. Tap Share

Document view

2. Tap Print

Share options

3. Tap Print

iOS share options

4. Tap Print

Printer Options screen - iOS

Data View

You can edit the object data fields by accessing the Data View and updating the field values.

1. Tap Data View

Document view

2. Tap in the fields to update information

Data View

3. Tap Done to close keyboard

Update object fields

4. Tap Save

Save updated data

Attachments

The Attachments button Attachments button displays in the tool bar for users who have the Document - Linked Document Access role assigned. The button also displays an indicator to show how many documents are linked.

Tap the Attachments button to view the names of any files linked to the current document or form.

  • Tap on the file name to view the linked document.
  • Tap the Back button Back button to return to the attachment list.
  • Tap Close to return to the current document or form.

Gif showing how to view attachments

In the Attachments screen, tap the right arrow button Right arrow to view the date/time the file was attached and the date/time the file was modified.

You can remove attachments by tapping on the Delete button Delete button. The button only displays if you have the appropriate permission assigned to your role.

File attachment details