Versions Compared

Version Old Version 21 New Version 22
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open the document on your device. Long tap on it to display the available actions, and choose to open the file in an associated program, such as a PDF editor or word processing app.
  2. Edit the information as needed and save your changes, flattening the document if necessary.
  3. Select the Share button, and then select Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."

  4. Open the service call to attach the file to.

    Note

    If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.


  5. From the menu, select Paste to paste the file into MobileTech.
  6. Name the document and select the Save icon. The file will be synced as an attachment to the service call, appointment, or task.


Anchor
additional
additional

Excerpt

Additional Attachment Options in MobileTech

Before Syncing

After you have attached an image or file in the Attachment window, but you haven't synchronized your device, you can delete or view the attachment. When viewing the attachment, additional options that are device-specific are available.

After Syncing

After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by choosing the menu  icon.

The following options are available, depending on your device's operating system:

  • Clear - Removes the existing attachment. You can then choose to Capture Picture, Choose Picture, Select File, or Paste.
  • Open - Opens the attachment in another app.
  • Copy - Copies the attachment to the clipboard.
  • Print - Prints the attachment.
  • Email - Emails the attachment.
  • Export - Allows you to save to the file system.

...