Embed reference documents in the form

Embed PDF, text document or excel sheets in the form. These quick reference documents give the mobile user an overview of the task in line with the form and make it easy for them to complete tasks on the form.

For example, you could embed reference documents like checklist or instruction manuals to help technicians carry out inspections. When filling the form, the personnel can check the reference files and identify other actions.

Document embedded in the form is displayed in the mobile application as:

Figure 1. Embedded Document in Form

To embed PDF or other files in the form:

  1. Click the Dynamic Forms button on the left panel and click the Dynamic Forms option.
    Note: You can also expand the Menu and click the Dynamic Forms option.
  2. In the Home screen, enter the name of the form in the Search Forms field or select a form from the Drafts or Categories section.
  3. Click on the form field at the left side.
  4. In the Edit Form Fields section, select DOC in the Field Type field.
  5. In the Upload File field, browse and add the file.
    Note: Upload File field is displayed only if you select the Field Type value as DOC.
  6. Click Save.