How Can I Control What Is Stored On My Device?

Overview

App Storage Management gives Mobile App users control over what is stored on their personal device(s) and when it is downloaded. This includes Signed Forms, Photos & Signature Images, Resource PDFs, and Certification Images. 

Note: This feature does not override "Online Only Mode" which can be found on the Worker page in the Admin Panel. Click here for more information about "Online Only" mode.

This feature is not available in the Web App because the Web App does not store any data locally.

Where to Find Download Options

While on the Home tab in the Mobile App, select Sync and then Download Options. 

Download Options Summary

Offline Viewing: The data in question will be stored on your device's internal memory, so you will not need an internet connection to access it; it will available as soon as it is selected.

On-Demand: Because the data in question is not stored in your device's memory, an internet connection is needed to access it. Simply select the data you want to access and it will begin downloading.

Default Settings

By default, each app user's options will be set to "Download on Cellular & Wi-Fi" and each Section will be set to Offline Viewing with All content selected.

Data Usage

This gives the user the ability to choose what kind of internet connection the SiteDocs app will use to download additional data content (photos, signature images, and certificate photos). 

Download On Wi-Fi Only: The SiteDocs App will only download data when a device is connected to Wifi.

Download On Cellular & Wi-Fi: The SiteDocs App will download data using either cellular data or wi-fi, whichever the device is connected to when there is data to be downloaded.

Note: This section is Device Specific, and will stay the same for any and all users on the same mobile device. The rest of the sections (see below) will reset to the Default Setting if a user logs out and another logs in the same device.

Signed Forms

This gives users the ability to choose whether their signed forms will be available offline or on-demand. Note: An internet connection is required for On-Demand mode. 

If Offline Viewing is selected, the user has 3 options regarding which Forms they want to have access to Offline.

1. Only Forms I’ve Signed
2. Only Forms at My Locations (Locations the user is assigned to)
3. Forms Signed at All Locations (when a user is assigned to a Location in the future, the signed Forms under that Location will already be downloaded and available)

You can also select the Information button to the right of each category for a more detailed description.

Photos & Signature Images

This gives users the ability to choose whether the Images and Signatures attached to signed Forms will be available offline or on-demand. An internet connection is required for On-Demand mode. 

Note: The signer’s name(s) and title(s) will still be displayed even if the image has not been downloaded yet.

PDFs Attached to Forms

This gives users the ability to choose whether the PDFs attached to finished Forms via the Insert PDFs Form Item will be available offline or on-demand. An internet connection is required for On-Demand mode. 

Resource PDFs

This gives users the ability to choose whether the PDFs in the Resource Section will be available offline or on-demand. An internet connection is required for On-Demand mode. 

Certification Images

This gives users the ability to choose whether the images attached to Certifications will be available offline or on-demand. An internet connection is required for On-Demand mode. 

If Offline Viewing is selected, the user then has 3 options for which images they want access to Offline:

1. Only My Certifications
2. Only Certification Images from My Locations (Locations the user is assigned to)
3. All Certification Images from All Workers (when a user is assigned to a Location in the future or when another Worker is assigned to a Location the user is currently on, all Certification Images attached to any Workers assigned to that Location will already be downloaded and available)

You can also select the Information button to the right of each category for a more detailed description.

Finally, don’t forget to select “APPLY” to save your settings!