Adding Photos or Files to Checklists


Adding Photos or Files to Checklists from a Computer:

1. Click either the camera icon to the left of the checklist item or the camera icon with count on the right side of the checklist item to upload one or more file(s)/image(s).

2. In the new pop up window select one or multiple files/images and click "Open." You can monitor the file upload via the progress bar under the checklist item.

3. After the file/image is uploaded, a thumbnail will automatically appear under the checklist item and the checklist item will receive a tick mark in blue circle to the left of it meaning it is ready for review. The number of uploaded files/images will be displayed above the camera icon (to the right of the checklist item).

**Alternatively, you can drag and drop files/images to the checklist item line to upload them. 

For items that do not have required documentation, simply click and check it off.  No further action is required. 

If there is an item that does not require an attachment but you want to add it, simply click the camera icon to the right of the checklist item and upload one.

Adding Photos or Files to Checklists from a Mobile Device:

1. Click the paperclip icon to the left of the checklist item to upload files/images. This will automatically open Image Chooser footer, where you can choose to take a photo with Camera or upload an existing one from Files.

2. Click on "Files" option to select files/images you would like to upload. If you need to upload another file/photo, click the paperclip icon (now it will show as tick mark in blue circle), select "Files" and choose files/images from the mobile device.

3. Click on "Camera" option to take a picture. You can also take a picture by clicking the camera icon with count to the right of the checklist item. If you are satisfied with the taken photo, click "Ok." Otherwise click "Retry." If you need to take another photo, click the camera icon again to open the app and take another photo.

4. You can monitor the file upload via the progress bar under the checklist item. After the file/image is uploaded, a thumbnail will automatically appear under the checklist item and the checklist item will receive a tick mark in blue circle to the left of it meaning it is ready for review. The number of uploaded files/images will be displayed above the camera icon (to the right of the checklist item).

For items that do not have required documentation, simply click and check it off.  No further action is required. 

If there is an item that does not require an attachment but you want to add it, simply click the camera icon to the right of the checklist item and upload one.

 Tips:
1. In the case of bad service and slow upload, choose to upload files/images in Offline Mode. For more details, please check the article titled: "How to upload files in Offline Mode"
2. Before taking photos, make sure your camera is not set to selfie mode
3. Before taking photos, make sure to change your camera aspect ratio to 1:1 for the best experience.

 


Did you find this article useful?