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Improvement
2 months ago

Drag / Drop for PDF attachments on Field Reports

Another time saver added to help expedite the field report writing process. Your users can now drag and drop PDF or Word files from their local machines on to the "Add" section of attachments for Field Reports. This can be one file or multiple files. The system will handle uploading each of the files and creating a new attachment for each. No longer will the users need to go one file at a time but can add many document attachments at once. 




Once these files are uploaded and processed by the system, the same level of control is available for each. The user can later edit the document and crop or apply annotations. As well, if the resulting attachment order is not preferred, the user still has the control to drag the attachments to control the ordering.

Why This Change Matters:

  • Time savings – Processing one file at a time takes several steps, where this new feature will process as many files as needed in one step
  • Multiple files at once – Users can now upload several documents rather than having to do one at a time
Avatar of authorThe Omnant Team