HomeClient OnboardingSales RepAccessing the EOS Client Onboarding App

1.34. Accessing the EOS Client Onboarding App

When you first start the EOS Client Onboarding mobile app, you will be asked to enter login credentials which are the same as those used when accessing the standard EOS Client Onboarding application.

  1. Tap the LincDoc Mobile app to start it.
    Once the app starts, the LincDoc Log In screen appears.
  2. Enter the following information:
    • Server. The hostname of the system that is running EOS Client Onboarding. For example: company.lincware.com (notice there is no https:// prefix for this setting.)
      Note: In the standard app, this information appears in the web browser address text box.
    • Client ID. The appropriate client ID for the server specified.
  3. Tap Next.
    After a successful server and client ID verification, you are asked to provide additional login information.
     
  4. Enter the following information:
    • Provider. Tap the V icon in the right side of this text box, and select the appropriate authentication provider.
    • User ID. Type your user name.
    • Password. Type the password that corresponds to your user name.
  5. Tap Log In.
    A synchronization of all the form definitions is automatically performed with your EOS server (if possible), verifying that you will see the most up-to-date forms in your app.
  6. Tap OK.
    The app's initial screen is displayed, giving you access to various features.
  7. Proceed to About the Initial Screen.

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