{"id":15887,"date":"2016-06-30T10:08:53","date_gmt":"2016-06-30T10:08:53","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=15887"},"modified":"2019-07-14T15:46:10","modified_gmt":"2019-07-14T14:46:10","slug":"view-edit-attachments-application","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/view-edit-attachments-application\/","title":{"rendered":"View and edit your attachments in their own application"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">View and edit your attachments in their own application<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>We recently received\u00a0a request\u00a0from one of our customers who said it would be really good if you could\u00a0view and edit attachments for a job.<\/p>\n<p>Our customer is an electrical contractor and they\u00a0have a lot of certificates which are required for different types of jobs such as\u00a0Electrical Installation Certificates (EICs) and Minor Electrical Installation Works Certificates (MEIWCs).<\/p>\n<p>Our customer wanted to be able to add a certificate in the office (often saved as a word document or pdf) which their engineer can view when they are looking at the job details.<\/p>\n<p>You could always\u00a0view job attachments\u00a0as part of the <a href=\"https:\/\/itunes.apple.com\/gb\/app\/okappy-real-time-job-management\/id494390368?mt=8\" target=\"_blank\" rel=\"noopener noreferrer\">Okappy job management app<\/a>\u00a0and engineers could always add documents to jobs.<\/p>\n<p>However, what would be useful in this case, is for the office to be able to add a template certificate to the job which the engineer could then edit when they are out in the field. \u00a0This would mean they wouldn&#8217;t have to search through lots of different certificates on their devices. The office would also be happier as they know their engineer will be completing\u00a0the correct certificate.<\/p>\n<p>We took the suggestion on board, and are happy to say that it is now available in v11.7 of the app.<\/p>\n<p>Following is our quick guide showing how you can add and edit attachments for a job.<\/p>\n<h3>How to add and edit attachments for\u00a0a job.<\/h3>\n<ol>\n<li>Add your\u00a0attachment to the job (i.e., a word document, excel spreadsheet, google document or pdf) \u00a0by clicking the more option (<img class=\"lazyload size-full wp-image-14317\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%2730%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" alt=\"3 orange dots\" width=\"30\" height=\"30\" \/>) from within your jobs dashboard. \u00a0Then click <strong>View\/ Edit\/ Update job<\/strong>.<\/li>\n<\/ol>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/job-dashboard-view-job@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[8b6ef8fe562394fd62d]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-dashboard-view-job@2x.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-2\"><p>2. Click on the add attachment icon ( <img class=\"lazyload size-full wp-image-14364\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2726%27%20height%3D%2726%27%20viewBox%3D%270%200%2026%2026%27%3E%3Crect%20width%3D%2726%27%20height%3D%2726%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/glyphicons-add-attachment-icon.png\" alt=\"Add attachment icon\" width=\"26\" height=\"26\" \/> ) then attach the relevant document e.g.,\u00a0a\u00a0safety inspection report, an\u00a0EIC, an MEIWC. Once it&#8217;s attached, you can see it on the job screen.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/add-attachment-to-job@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[7050c142b8bf0632cc7]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/add-attachment-to-job@2x.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-3\"><p>3. \u00a0From your phone or tablet, open the Okappy job management app. \u00a0If you&#8217;re already in it, then pull down in the job screen to refresh.\u00a0 When you go into a job you will be able to see\u00a0the option to <strong>View attachments<\/strong>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:center center;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\" style=\"border:1px solid #262626;\"><a href=\"https:\/\/okappyimages.okappy.com\/view-attachment-from-mobile@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[b97631baf8beacc9afd]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/view-attachment-from-mobile.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-4\"><p>4. Click View attachments to see the\u00a0list of attachments, then click on the relevant attachment, in this case the Safety Inspection Report.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\" style=\"border:1px solid #262626;\"><a href=\"https:\/\/okappyimages.okappy.com\/open-attachment-from-mobile@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[752d860328c505a3365]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/open-attachment-from-mobile.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-5\"><p>5. You can view\u00a0the attachment. \u00a0You also have the option to edit the attachment in its own application, i.e., if the attachment is a Microsoft Word document, if you have Microsoft Word installed on your device, then you can open in Word.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-10 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\" style=\"border:1px solid #262626;\"><a href=\"https:\/\/okappyimages.okappy.com\/open-attachment-from-mobile-in-word@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[a5d7900d4af2b1a6d8c]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/open-attachment-from-mobile-in-word.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-11 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-6\"><p>6. You can now edit the document, save it and then\u00a0attach the latest version to the job.<\/p>\n<p>The admin staff\u00a0in the office will be able to see the new document\u00a0instantly when they\u00a0look at the\u00a0job details.<\/p>\n<p>Now all your information is stored in one place, no more spending time searching\u00a0for different information or lost files in multiple different locations.<\/p>\n<p>&nbsp;<\/p>\n<p>Check out\u00a0our <a href=\"http:\/\/www.okappy.com\/support\/\" target=\"_blank\" rel=\"noopener noreferrer\">Help &amp; Support<\/a> page to find more features designed to make your life easier.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to view your attachments like Health &#038; Safety, Inspection or Near Miss reports in Safari then open them in their own application for further editing<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313,408],"portfolio_skills":[],"portfolio_tags":[341,342],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View and edit your attachments in their own application<\/title>\n<meta name=\"description\" content=\"View your attachments like Health &amp; Safety, Inspection or Near Miss reports in Safari then open them in their own application if you want to edit it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/view-edit-attachments-application\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" 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