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Viewing All Documents in Your App
2.43. 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:
- View. Allows you to access a preview of your PDF-based documents.
- Edit. Allows you to access an incomplete or completed document as a form (in Date Entry View) and make changes to the field values.
- Synchronize. Allows you to upload the selected document to your EOS server.
Note: This feature is not available for incomplete documents.
- Sign. Allows you to sign a completed document.
Note: This feature is not available for incomplete documents.
- Delete. Removes the selected document from your mobile device. It does not delete the corresponding form from the All Forms list. It only deletes the selected document.
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.