Home → Client Onboarding → Sales Rep → About the Initial Screen
1.35. About the Initial Screen
The main app screen (also know as the "initial screen") is the default screen that appears when the app is first accessed, after your login information is provided and verified. This screen also provides access to all features available in the mobile app.
This screen is divided into the following two areas:
- Left side. Displays the main app features, allowing you to quickly select them, as needed.
- Right side. Displays forms and documents, including incomplete, complete, and signed documents, or documents downloaded from your EOS server. This side also displays the app's options (custom settings). The information displayed on this side is based on the current selection on the left side of the app.
The following information is available, based on the selected (tapped) option:
- All Forms. Displays all of the forms to which you currently have access. These forms can be used to create new completed or signed documents. The forms themselves are displayed on the right side of the screen. You can then select an individual form to run it.
- Favorite Forms. Displays the forms in the All Forms list that have been specifically marked as a "favorite". This feature allows you to easily access often-used forms. The forms themselves are displayed on the right side of the screen.
- All Documents. Displays any incomplete, complete, signed, or downloaded documents, and allows you to access additional options for each individual document. The documents themselves are displayed on the right side of the screen.
- Outbox. Displays the current number of documents that are waiting to be synced to the EOS server. This list will be similar to the All Documents list, but no incomplete documents are included.
- Update Forms. Updates the form definitions on your iPad if any changes have been made to the copies currently on the EOS server, either by other EOS Client Onboarding Mobile users or by standard application users.
- Sync Documents. Sends documents waiting in the Outbox to your EOS server.
- Options. Displays additional settings available with the mobile app.
This page was: Helpful |
Not Helpful