Documents in the Mobile App

How do I View Documents in the Mobile App?

Purpose: To show you how to quickly and easily access documents in the Mobile App.

iPhone & Android

To access* your documents on the mobile app, tap "My Info" and then tap "Documents." Then tap on the corresponding folder.

*If you have access to other employees' documents on the web, you will also be able to see the documents on the employee's profile in the mobile app.

Once you tap on the folder, you will see a list of all documents in the folder. Simply tap on the document to see a preview.

Once you are viewing the document, you can use two fingers to pinch and zoom in or out on the document.

Click the icon in the top right corner to see additional options such as copy, print, save, email, etc.

How do I Upload a Document in the Mobile App?

If you have access* to upload a document, you will see an "Upload" button on your Documents tab in the mobile app.

*If you have access to upload other employees' documents on the web, you will also be able to see the "Upload" button on the Documents tab on the employee's profile in the mobile app.

You can upload a document in the mobile app with one of the following options:

  1. Scan Document - This will open up the camera app on your mobile phone and allow you to take a picture of the document in order to scan and upload it (see below). Once the document is scanned, it will remove the extra space around the document and turn it into a document file.
  2. Take Photo - Use the camera app on your phone to take a picture of the document. This will be similar to taking a regular picture on your phone. It will not cut out the extra space and format it into a document.
  3. Photo Library - Upload an existing photo in your photo library on your mobile phone.

Scan Document

Once the document has been scanned and uploaded, you will be presented with a page to review your capture. You can name the document and then choose a folder to store it in.  Additionally, you will see an option to "Add Another Page" if you need to scan multiple pages before saving the document. When viewing a document page, you will be able to rotate the document, re-crop the corners, and enhance the document to color instead of the black and white default.


What's Next?

Do you need to learn how to download the Mobile App?

Would you like to learn how to upload your photo to appear in the Company Directory?