Folders Overview
You can also optionally restrict access to a Folder’s contents, this allows you to make sets of Forms and Docs available to different groups of app users in the field.
With Folders, you can cleanly organise your content to ensure your users have access to everything they need for their specific job.
You can assign and remove Folders from app users and/or user groups whenever you like.
Our platform automatically ensures that the contents of your Folders (Forms, Docs, Data Sources) are correctly downloaded or removed from app users in the field based on which Folders they are allowed to access.
For example, lets say you have a group of inspectors out in the field.
These inspectors need a mix of specific Docs and Forms to do their job, and you have set up the users to belong to the “Inspectors” user group in the system.
You could create an Inspection Folder to contains only the relevant Forms, Docs and Data Sources they need, and tick the “Restrict User Access” option when setting up the Folder to specify that only the Inspectors user group can access this Folder.
Folders are found on each of the Forms, Docs and Data Source listing pages, along the right hand side of the page:
