What is the Document Library?
The Document Library is Traffio's solution to general cloud storage. This means that users of the Traffio web app can create and organise folders, and upload files to those folders.
E.g. Places to upload documents not directly linked to Bookings. Similar to Anytime Forms
These folders and files will then be available for viewing/download by field-workers in the Traffio mobile app.
The Document Library is one-way (web app to mobile app), meaning that mobile users can only view and download files, not upload or delete them.
The User Interface (Web App)
You can access this feature by navigating to My Company > Document Library in the menu.
The left panel on the screen is known as the Folder Panel. This is where all of your created folders are displayed. You can select a folder by simply clicking on it. To keep things organised, you can rearrange folders by dragging and dropping them into your preferred order. If you’d like to create a new folder, just click the +New button.
The right panel is the Folder and File List Panel. When you select a folder from the Folder Panel, its contents such as documents and subfolders will appear here in a list view for easy access.
The User Interface (Mobile App)
The document library can be accessed by swiping right from the left edge of the screen.
It displays your folders and files in a clear list view, making it easy to browse and view available documents.
Uploading a Document to the Document Library
Web App
Click +New on the Home directory to create a new folder
Click a folder in the Folder panel to navigate to that folder
Drag and drop or click to upload a file to the current folder
Click a file's name to download it
Mobile App
Navigate to the Document Library (swipe right from the left edge of the screen)
Press a folder to navigate to it
Press a file to download it, press it again to open it
Auto Downloading
You can set a file to auto download by clicking the checkbox next to a file and then clicking 'Enable Auto DL'
When enabled for a file, the field-worker will receive a prompt to download this file the next time they open the mobile app
Tips and Tricks
To upload a file to a specific folder, first select the folder from either panel
To create a subfolder within an existing folder, select the parent folder in either panel, then click the +New button
You can navigate into a folder or download a file by clicking its name in the Folder and File List Panel
To move a file, simply drag it from the Folder and File List Panel and drop it into a folder in either panel
To move a folder, drag it from either panel into a folder in either panel
To delete or undelete multiple items at once, use the checkboxes next to each folder or file to select them
When uploading files, you can set multiple properties such as the file name, expiry date, and tags to help organise and manage files effectively
There are no file type restrictions however certain files may not be accessible via mobile. E.g. Word Docs/Spreadsheets without the right 3rd party application.