Attaching a PDF with Multiple Photos

As an alternative to attaching individual files, you can add a PDF with a maximum of 10 photos to a BP record or to the Document Manager.

Online Mode

To add a PDF with multiple photos:

  1. Navigate to your workspace and touch a BP tile.
  2. Complete any of the following procedures:
  3. In the BP record:
    1. Touch the Main Form or Detail Form.
    2. If enabled and applicable, select the Attachments (icon) tab, touch Add an Attachment or touch Add ("") for Document Manager.
    3. Touch Multiple Photos.
  4. On the Multiple Photos screen, enable Merge Into PDF.

    Note:

    In the Document Manager, Merge into PDF is preselected.

  5. In the PDF File Name field, update the name, if applicable.

    By default, the system labels the file with PDF and a time stamp.

  6. In the Size field, select Small (default) or Medium.
  7. Touch Next.
  8. Touch Merge as PDF.

Offline Mode

You can attach PDFs only to a BP, not to the Document Manager.