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Attaching Files in the App

Attaching Files in the App

Learn how to view, upload, and manage files using the Commusoft mobile app

Updated over a week ago

Attaching files in the Commusoft app allows users to store important photos, videos, and documents against specific records. This helps keep job information organised, easily accessible, and shared between field staff and office teams.

Find out what file types are supported in Commusoft.

View Files

➡️ Navigate to record > Menu > Attached files

Files can be added to:

Customers

Jobs

Estimates

Invoices

Surveys

Click here to see more information on searching for records in the mobile app.

You can search for records using the following terms:

  • Customer details: Account number, name (first or last), address, town, county, postcode, or company name.

  • Contact details: Telephone number or email address.

  • Record number: Job, invoice, estimate or opportunity.

Managing files

Existing files are displayed by date and can be managed with the following options.

  • Filter: Tap the filter icon to view files by type.

    • Photos, Videos, PDFs and Audio

  • Search: Tap the search icon and enter the file name.

    • Search using the file name to quickly find attachments.

  • Select multiple files: Tap and hold a file to enter selection mode, tap another file to select more than one.

    • Share: Share the file using the device's external options.

    • Delete: Permanently remove the files from this record.

  • File preview: Tap a file to preview it (where supported).

    • The device will determine which file types can be previewed.

    • You can also share or delete a single file when previewing.

Add a File

➡️ Tap + > Select file type from list

Take Photo

  1. Capture one or multiple photos at a time

    1. You will see the number of photos taken on the thumbnail at the bottom of the camera

  2. Tap Next

  3. Rename the files with a clear and understandable name

  4. Tap Save

Record Video

  1. Capture one or multiple videos at a time.

    1. You will see the number of videos taken on the thumbnail at the bottom of the camera

  2. Tap Next

  3. Rename the files with a clear and understandable name

  4. Tap Save

Scan Document

Use the camera to scan a document and save it as a PDF on the record.

  1. Align the document on the camera.

    1. This will automatically detect the document.

    2. Adjust the boundary if required.

  2. Tap the camera button to register the document.

  3. Rename the file with a clear and understandable name.

  4. Tap Save.

Click here to see an example

download.gif

Record Audio

  1. Record the audio.

  2. Tap Stop when finished.

  3. Rename the file with a clear and understandable name

  4. Tap Save.

💭 First time recording audio in the app? You may be asked to allow microphone permission before recording the audio.

Choose from Gallery

  • Android: Upload images, videos, audio, PDFs, Word, or Excel files.

  • iOS: Upload files only from the photo gallery (images or videos only).

Import from iCloud

  • Import images, videos, audio, Word, and Excel files from your iCloud Drive.

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