Document Library

The Document Library gives you access to your organization's shared files directly from the app — training manuals, standard operating procedures, checklists, forms, and any other documents your team needs in the field.

Accessing the Library

Tap the menu icon → Document Library. The root folder opens, showing top-level folders and any documents stored at the root level.

Navigating Folders

Tap a folder to open it. The breadcrumb trail at the top of the screen shows your current path (e.g. Library › Operations › Store Procedures). Tap any segment of the breadcrumb to jump back to that level.

Folder cards show how many subfolders and documents they contain so you can get a sense of what is inside before opening.

Finding a Document

Use the search bar at the top to filter by document name. The search applies to the current folder and its subfolders.

Opening a Document

Tap a document to open it. Depending on the file type and whether you are on a native device or a browser:

• Native app (iOS/Android): the file is downloaded to your device and opened with the appropriate native app (PDF viewer, document app, etc.)
• Web browser: the file opens in a new browser tab

Supported File Types

The library supports any file type your organization uploads, including:

• PDF documents
• Word documents and spreadsheets
• Images (PNG, JPG)
• CSV files

Downloading for Offline Access

On the native app, documents you open are saved to your device's file system. This means you can access them even without a network connection after the first download.

Permissions

The Document Library is read-only in the mobile app. Adding, editing, and organizing folders and files is done by administrators from the web portal. If you need a document added, contact your administrator.