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18.8. Saved documents
Overview
Documents that have not been uploaded to the server are stored on your iPad. These are called Saved Documents. Saved Documents may be viewed, edited, or synced to the server.
Accessing Saved Documents
Saved documents are accessed and grouped by their form listing.
- Tap on the Forms icon to open the Forms panel.
- On the All Forms list, locate the form and swipe right.
- Tap on the Saved Docs button that appears.
- Select the document state:
- All - Lists all local documents for that form regardless of state.
- Complete - Lists all local documents that have passed form validation.
- Incomplete - Lists all local documents that have not been validated.
- Server - When on-line, enables to user to locate documents that have been uploaded to the LincDoc server.
Saved Documents listing
On the example on the right, 3 Property Inspection documents are currently saved on the iPad. The first is a document that has not been completed and has not passed the form's validation rules. This is indicated by its red exclamation point icon. The second document has been completed and passed the form's validation rules as indicated by its green icon. The pencil icon shows that the last document has been completed and signed.
Working with Saved Documents
Depending on a document's state, you have the option to View, Edit, Delete, or Sync your local document.
- Edit - You may edit incomplete, complete, or signed documents. Note when a document is signed, the user is given the option of editing a copy of the document or clearing the documents signatures and editing the original.
- View - Complete or signed documents can be opened in the document viewer.
- Delete - Documents can be deleted regardless of state. Deleting the document will remove it completely.
- Sync - Documents can be individual uploaded to the server if they have been completed or signed.
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