Admins, Dispatchers, and Designers can attach supplemental documents to Dispatches, so mobile users have access to the resources they need to complete their jobs efficiently, safely, and to quality.

Reference Documents

Reference Documents allow users to stay in one application to complete their work by providing supplemental documentation alongside the form they need to complete. Some common use cases include:

Upload

To upload Reference Documents to your Account, follow these steps:

1. Core View: In the left navigation, expand Data Sources and select Reference Docs. 
   Project Management View: In the left navigation, expand Settings and select Reference Docs.

2. If this is your first file, click Upload Documents to open your computer's file manager. If this is not the first file, in the upper right corner of the page, click Add Reference Document.

   

3. Double click a supported file type.
4. In the dialogue, enter the file Name.

5. Enter an option Description.

   

6. Click Upload.

Edit, Download, or Delete

File management actions can be done by following these steps:

1. Core View: In the left navigation, expand Data Sources and select Reference Docs. 
   Project Management View: In the left navigation, expand Settings and select Reference Docs.
2. On the right side of the page, click the ellipsis (...) to see the menu options:
   • Edit: Opens the Edit Reference Document dialogue where the Name, Description, and file can be changed.
   • Download: Automatically download the file to your browser.
   • Delete: A dialogue will ask you to confirm that you wish to delete the file.

Alternatively, selecting the checkbox to the left of File will bring up a bottom action bar where multiple or all files can be deleted at once.

Dispatch a Reference Document

Attaching a Reference Document to a Dispatch is quite simple. Following the instructions for creating a Dispatch based on your Account View:

• Core View
• Project Management View

Follow steps one through six to reach the second page of the Create Dispatch flow. At the top of the page, you'll notice the only difference is a section dedicated to Reference Documents.

Under Select Existing, Search by document name or select the checkbox by the file(s) you want to attach.

On the opposite side, under Under New, you can Click here to drag files to upload if the file is not listed. After adding a file, you can Change File, Delete File, or Add More Files to the Dispatch.

At the very bottom of the section, you have the option to select the checkbox by Include document(s) in submission email.

Once you have completed this section, complete the Dispatch by following the remaining steps in the articles above.

Accessing Reference Documents on mobile

Once the Dispatch is created, users will follow these steps to view the Reference Document(s):

1. Login to the mobile application, which with Sync your device. If you're already logged in, be sure to manually Sync to receive the Dispatch.
2. Tap Ok on the Notification Message dialogue.
3. On the Tasks tab, tap the Dispatch tile, and Start on the dialogue to open the submission.
4. In the upper right corner of the screen, tap the ellipsis (...) and select Documents from the dropdown menu.

5. Tap any tile to open the Reference Document.

   

6. When finished reviewing it, tap Documents to return to the list.
7. Tap Done to close the window.

Users can revisit Documents at any point while completing the submission.

FAQs