The Document Directory is a storage area for documents and photos that are not specific to a particular record (e.g. task, client). Items uploaded to a specific record will remain only within that record and will not appear in the Document Directory.

The Document Directory is a great place to store shared documents and photos that you need to use regularly, e.g. terms and conditions, pricing schedules, info sheets, and product photos.

Using files from the directory

Field

In AroFlo Field, you can easily add these shared files from the Documents and Photos area of Tasks and Quotes.

 

 

Office

In AroFlo Office, you can easily add these shared files from within any area that has the Documents and Photos tab, e.g. Tasks and Quotes.

 

 

View Document Directory

Although The Document Directory can be viewed within AroFlo Field, you're only able to view files and their folder structure. Use AroFlo Office to upload, edit, and manage your files and more. See Office: Document Directory.   Access the Document Directory via Menu > Manage > Documents.   Viewing Documents and Photos Tap the row to view the document or photo. Photos will have the option to scroll through to other photos if applicable. Tap the (blue box with arrow) to view the photo in full size. Tap the(eye icon) next to a file to view the file details such as the name of the file, who uploaded it and when it was uploaded.

Search

Tap the   (magnifying glass) to search for files in the Document Directory. You can either search by file name or comment.