Upload Files to Forms

Tap Customers, search for a customer name, and tap it to select.

Swipe to the right at the top of the screen where the tabs are, then select Forms.

Tap Fill New Form.

Select the form.

Find the part of the form for adding files and then tap Choose a File to add an image or file from your device.

The image or file will display below the Choose a file field once it's added. Tap X to remove it.

Tap Submit to add the image to the form.

To view or edit the form, select it from the Forms tab in the customer's profile.

From here, you can edit the form to add or remove images by tapping Edit. If you tap the thumbnail of an image, you can page through all images that were added, and download all the images.

Select Customers and then select a customer from the drop-down list.

Select the Forms tab.

Select a form from the Fill New Form drop-down list.

A pop-up dialog asks if you want to fill the form yourself or send it to the customer.

If you select Send to Customer, you can send a text and email to the customer with a link to the form or have them scan a QR code to fill the form on their mobile device.

Select Fill Form and then you can drag and drop a file from your computer or click Choose a File to upload a file.

If the form allows for more than one file, you’ll see the selected file under the upload box, so you can add more. If only one file is allowed, the upload dialog is replaced by the image.

Click X on an image or file to remove it.

Click Save.

The filled form displays.

Actions you can take on a completed form: