HomeClient OnboardingSales RepViewing All Documents in Your App

1.43. Viewing All Documents in Your App

You can view a list of all documents that are incomplete, have been completed but not signed, have been signed, or have been downloaded from your EOS server using the All Documents option.

Once you tap this option, the completed documents are displayed on the right side of the app.

Tip: You can search for documents, if your document list is lengthy, using the Search Documents text box at the top of the right side of the app.

You can tap any listed form to access its individual options.

The following options are available from completed, signed, and downloaded documents:

The following information is shown for completed and signed documents:
  • Form. The full name of the form used to create the document.
  • Status. The state of the current document. Typically it will be either incomplete, complete, signed, or downloaded.
  • Last Saved date and time. The time/date stamp when the document was last altered and saved.
  • Server Name (downloaded forms only). The name of the server from which the document was downloaded.
  • Download Date (downloaded forms only). The date when the document was downloaded.
  • Sync Status (downloaded forms only). The current status of the sync, including any conflicts with the EOS server.
  • Search Indexes. Displays the search indexes defined for the form used to create the document. These indexes are defined using the standard EOS application, and they can be used to create custom searches within your app.

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