The Documents tool is a place to manage your user documents and see documents for all records within the Amp Onsite solution. Files can be uploaded by dragging and dropping them to the files view. Files stored in the Amp Onsite solution are cached locally on your server instance and stored offsite in Amazon S3 storage.
Pressing on a directory in the files view will display the files in that directory.
Pressing on a file in the files view will bring up the View Document panel that displays a preview of the file, lets you open it in a new tab, and copy a link that you can send to external partners to view the file. Adding a label to a document will make it show up in an Important Documents section for related records.
Above the files view is the document button bar, which allows you to interact with files. The buttons listed in order include the following:
Refresh - Refresh files in the list to see the most up-to-date file listing
Up One Level - Browse up one level in the folder tree
Create Folder - A popup will be displayed that allows you to add a folder with the name you enter
Move Files - A popup will be displayed that allows you to move selected files to a folder you choose
Copy Files - Copies the currently selected files to be pasted in another location
Paste Files - Pastes copied files to the current file view. Works across records and document trees.
Upload File - Brings up a file upload dialog where you can select one or more files to upload
Download File - Downloads the currently selected files. If more than one file or directories are selected, then a zip file will be generated for download.
Delete File - Deletes the selected files or directories
Hovering your cursor over a file will display an edit icon next the the files name. Click on the edit icon to change the name of the file or folder.
The last column Share allows you too choose which files are visible in customer accounts. This allows you to review any pictures taken in the field or as part of work order or sales processes before they are displayed to customers.