...
Description: In this topic, the user will learn how to add attachments. The most common place to add an attachment is at clock out in the mobile app. Employees use this feature to take a picture to include in the visit. Another place place where an an attachment can be added in the mobile app is the messaging module.
Role Required: Employee (base user)
Permission Required: N/A
Mobile App
The most common place to add an attachment is at clock out on a shift in the mobile app. Employees use this feature to take a picture that they would like to include in their visit. For example, an employee might want to attach a receipt using this method. Another place that an attachment can be added in the mobile app is through the messaging module.
Whether you want to add an attachment to a clock out or to a message, follow these instructions when you get to the Add Attachment option.
...
You are logged onto DCI with your personal profile and the element that you would like to add an attachment to.
...
Click Add Attachment
When arrived at the Add Attachment option, click Add Attachment.
A system alert will display the following, "
...
Allow DCI EVV to take pictures and record video?"
...
The response options are:
...
While using the app,
...
Only this time,
...
Don't allow
...
Select While using the app
...
or Only this time
Click Don't Allow to cancel adding an attachment
The device camera will open
...
Click
...
To retake the picture click the Refresh icon.
To cancel taking a picture click the X icon.
...
Click Confirm to validate the picture and add attachment.
...
the Camera icon to take the picture
Click the Check icon to accept the picture
Click the Refresh icon to retake the picture
Click the X icon to delete the picture
Click Confirm to validate the picture
Continue to clock out
Add an Attachment at Time Entry through the Web Portal
...
You are logged onto DCI with your personal profile and the Add New Entry form wizard is open.
...
Click the blue Add Entry button on the dashboard to open the form wizard
Locate the Attachment field at the bottom of the form
...
Click
...
The file explorer will open
Find your file in the folders and subfolders within the library or folder you're viewing.
You can also enter search terms to narrow results.
...
the Add Attachment link
Double-click the file to be attached or select it and click Open
Only one attachment can be uploaded
The upload is now complete, and the file will display below the
...
Attachment field.
Click the
...
blue Minus (-)
...
sign to remove the attachment
...
...
Complete and save the entry per your normal process.
Click Save and Yes to confirm
Related articles
| Filter by label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|