File Management Archives - Reportal https://www.reportal-app.com/support/category/file-management/ An Easy To Use Mobile Forms Solution For Data Collection Mon, 25 Nov 2019 11:06:45 +0000 en-GB hourly 1 What If I Run Out Of Storage Room? https://www.reportal-app.com/support/what-if-i-run-out-of-storage-room/ Wed, 23 Oct 2019 20:29:48 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=532 If you run out of storage room then you won’t be able to store any more files or reports on the Reportal system until some space is cleared. Users who try to send a report using the mobile app will receive a warning message explaining that the report could not be sent and they will be given the option to save the report to their device. Once storage space becomes available again, they’ll be able […]

The post What If I Run Out Of Storage Room? appeared first on Reportal.

]]> What Differentiates a File, a Form and a Report? https://www.reportal-app.com/support/what-differentiates-a-files-form-and-a-report/ Wed, 23 Oct 2019 20:28:25 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=530 Files Files are the same as files on your computer, but in Reportal these are usually files that are useful for your users to be able to view. As such, files are typically images, PDFs, etc. For example, if your users are technicians that operate on various pieces of machinery in the field, you might want to store PDF copies of all instruction manuals in Reportal so that they can be viewed easily within the […]

The post What Differentiates a File, a Form and a Report? appeared first on Reportal.

]]> How Do I View a File In The App? https://www.reportal-app.com/support/how-do-i-view-a-file-in-the-app/ Wed, 23 Oct 2019 20:27:17 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=528 Log into the app and then select the “Documents” tab. If there are files available but there is nothing displayed, first check that the device has an active Internet connection and then pull-down to refresh the list. The initial page will display a list of top-level categories and below these all un-categorised files. In order to save storage space on the device, files are not immediately downloaded. If you see a “download” icon next to […]

The post How Do I View a File In The App? appeared first on Reportal.

]]> How Do I Make a File Appear In The App? https://www.reportal-app.com/support/how-do-i-make-a-file-appear-in-the-app/ Wed, 23 Oct 2019 20:26:28 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=526 Simply add and optionally categorise a file in the admin portal and the file will automatically appear in the mobile app whenever the app is opened and the device has an Internet connection. Files may not immediately appear in the app if the app is open while the files are added in the admin portal. In this case, the easiest way to view the files is to pull-down to refresh the files tab within the […]

The post How Do I Make a File Appear In The App? appeared first on Reportal.

]]> How Do I Add a File To a Category? https://www.reportal-app.com/support/how-do-i-add-a-file-to-a-category/ Wed, 23 Oct 2019 20:25:22 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=524 Once you’ve created a file category, you’re ready to categorise files within it. You can either categorise files while you’re uploading them, or you can re-categorise existing files afterwards. Categorising files whilst uploading On the Files page, click the “Upload Files” button. In the pop-up, click “Upload Files” and select the files that you want to upload. Each of the files will then be displayed in the pop-up and, by default, will not be associated […]

The post How Do I Add a File To a Category? appeared first on Reportal.

]]> How Do I Add a File Category? https://www.reportal-app.com/support/how-do-i-add-a-file-category/ Wed, 23 Oct 2019 20:24:13 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=522 When logged into the admin portal, click the “Files” tab to open the Files page. From here, click the “Add Category” button and a pop-up will open. Enter a name for your new category and an optional description. If you want the category to be a sub-category of another existing category, select that category from the “Parent category” drop-down list, otherwise leave it blank. Finally, click “Create” and your new category should be visible in […]

The post How Do I Add a File Category? appeared first on Reportal.

]]> How Do I Add, Edit Or Remove a File? https://www.reportal-app.com/support/how-do-i-add-edit-or-remove-a-file/ Wed, 23 Oct 2019 20:23:19 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=520 Adding a new file On the Files page, click the “Upload Files” button. In the pop-up, click “Upload Files” and select the files that you want to upload. You can assign each file to a set of categories if necessary using the “Categories” drop-down. If you’ve made a mistake and want to remove one of the files, simply click the trash icon. You can add as many files to the list as you like; to […]

The post How Do I Add, Edit Or Remove a File? appeared first on Reportal.

]]> How Many Files Can I Upload? https://www.reportal-app.com/support/how-many-files-can-i-upload/ Wed, 23 Oct 2019 20:21:44 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=517 You can upload as many files as you like! The only limit is on the amount of storage space that you can use, which depends on your subscription plan. You can view your current storage usage and the maximum allowed usage in the admin portal on the Dashboard and Files pages. If you have reached your storage limit and want to upload more files, you’ll need to delete some existing files first. Please check this […]

The post How Many Files Can I Upload? appeared first on Reportal.

]]>