Asite CDE Mobile enables you to perform quick activities using the shortcut options available in listing areas. These shortcut options are available upon left swipe of a particular record.
Below are the steps to use shortcut options in Files area:
Tap on
icon to open menu items. Expand the 'Common Data Environment' menu and select 'Files'.
Select the project to view its folders.
Tap on the project folder containing file on which you want to use shortcut options.
Open the folder to see the files listing. Tap on the required file to view it.
For any newly uploaded files, pull down to refresh the files listing instantly. Files will be downloaded / synchronized only if you have download and above permissions on the relevant folder.
Left swipe on a particular file record to view its shortcut options.
Shortcut options can include 'Change Status' (based on access), 'File Details', 'aMessage Threads', 'Attachments & Associations'.
Clicking on a shortcut option will take you to relevant screen within file viewer, wherein you can view required file information / perform selected file activity.
At this stage, you can close the activity window to view the file content, or move back to files listing if required.