HomeUsing LincDoc 3.0LincDoc MobileUsing LincDoc Mobile

18.5. Using LincDoc Mobile

Logging in

Whenever you open the LincDoc app you will be prompted to log in.

  1. Enter your User ID by tapping on the User ID field.  The iPad keyboard will display.
  2. Tap on the Password field and enter your password.
  3. If you have logged in before, the Host and Client ID fields will automatically fill with your last entries.  Otherwise enter the host server and your client ID.  
  4. Tap the Login button to continue.
The host and client ID will pre fill with the last host and client ID the user successfully logged into.  Ellipsis buttons are provided to toggle through multiple host server or client IDs when the user accesses more than one location.

 

Form update

eForm definitions are locally stored on your iPad to allow you to work offline.  These definitions are automatically downloaded to your device the first time you log into a new client site.  The updating forms window will appear with a download status bar.   Wait for it to complete and tap the OK button.

 

Toolbar 

After logging in, you are presented with the iPad workspace.  Placed at the top of the workspace is the LincDoc toolbar.   Here is where you will access forms, update and sync your documents, and configure your mobile client.

 Forms

The forms button is your access point to all eForms that have been downloaded to your iPad.  Here you can run a new eForm, organize your eForm definitions, and search for previously completed documents.   See the Forms page for more information.

 Update

The update button connects to your LincDoc server and downloads all eForm definitions to bring them up to date.  It also refreshes server configuration settings that control security.  See offline settings for more information. Tap the button and tap Yes when you are prompted with the Update forms from the server? confirmation message.  The updating forms window will appear with a download status bar.  Wait for it to complete and tap the OK button.

 Sync

The sync button uploads all of your completed documents to your LincDoc server for further processing.

 Options

The options button lets you view program information, change settings, and log out.

Program Information

The Program Information tab summarizes the current state of your mobile client.  The UserName, Host, and ClientID display the current connection parameters are in use.  Build reports your LincDoc mobile version number.   Forms is a total of your downloaded eForm definitions.  Saved Docs is a total of all locally saved documents that have yet to be uploaded to the server.

Wallpaper

The wallpaper option lists standard backgrounds that you can pick to customize the look of your LincDoc workspace.

Change Password

To change your LincDoc password, select the Change Password option.   Enter your current password, and your new password (twice for confirmation of entry) and select the Save button.

Log Out

The log out option logs you out of your mobile client and presents you with the log in screen.  

If you wish, you can completely close the app by clicking the Home button to return you to the home screen.  Click the Home button twice and a list of your running apps will appear at the bottom of the screen.  Tap and hold on the LincDoc icon until a red minus sign appears on its top left corner.  Tap on the minus sign to close the app.

 Help

The help button accesses the online help screens.

Knowledge Tags
mobile  /  iPad  / 

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