Viewing and Downloading Attachments

If a BP record or Task log contains attachments, tapping the attachment pin next to a record accesses an Attachments log. The Attachments log provides two views, List and Map, both of which let you view, download, and delete attachments when you are online. The List View identifies all attachments in the Main Form and provides separate sections for the line items. The Map View displays the location of all images and attachments for the record.

To view an attached file and download it while working online:

  1. Go to the BP record with the attachment you want to view.
  2. Tap the Download icon.

    The Download icon changes to the Briefcase icon, and the file is saved on your device and is available for offline viewing. Alternatively, while viewing the file, tap More and select Save.

    For more information, see Viewing Saved Files.

To view an attached file while working offline:

  1. Go to the BP record with the saved attachment file.
  2. Tap the attachment to open it.

    You can also navigate to Documents > Saved to view all your saved files.

To switch between List View and Map View:

While you are viewing the Attachments log, tap the List View or Map View tab to switch views. If you select Map View and there are multiple attachments that share the same location, the app displays all the attachments in a card view.

For more information on viewing your downloaded attachments, see Viewing Saved Files.