How do I add a document (photo or PDF)?
Open the Documents module and tap “Add a document”. Give it a “Document name”, pick its “Category”: “Food safety plan”, “Diploma”, “HACCP training”, “Vaccination”, “Document to renew” or “Other”. Tap your first name under “Who”.
Under “Attachments”, photograph the document with the tablet (“Take a photo”), pick an image from the “Gallery”, or add a “File / PDF” you received by email. Several pages? Add them one by one, they stay in the same document. At least one attachment is needed before “Save”.
Without a network, the document is saved right away (“Document saved · sync pending”) and its files go out on their own when the connection is back; until then the list shows “Sending…”.
Tip: a photo taken in the kitchen is enough, flat, no glare, text readable full screen.
Also in Documents
- How do I attach a certificate or training record to a crew member?
- How do I activate a document to renew and set its due date?
- How does the reminder work, and how do I file the new document?
- What does the banner “documents to renew have no date yet” mean?
- How do I withdraw a document filed by mistake?
- Where do I find the documents register and export it?