Attaching files in the mobile app (iOS)

Article number: 0401079

The mobile app supports the following methods for attaching files:

  • Selecting photos from your photo library and attaching them
  • Taking and attaching photos and videos
  • Selecting files from the Files app and attaching them
  • Taking and attaching multiple photos

This page describes the following actions that are specific to the mobile app.

Taking and attaching multiple photos

The following steps use attaching a photo on the Edit record screen as an example.

  1. On the Record details screen, tap Edit.

  2. On the Edit record screen, tap Select file in the Attachment field.

  3. From the displayed menu, tap Take Multiple Photos.
    If a dialog requesting permission to access the camera appears, please allow access.
    Screenshot: The "Take Multiple Photos" option is highlighted in the menu

  4. Tap the shutter button to take the first photo.Screenshot: The shutter button is highlighted

  5. If you want to take more photos, tap the Add button (the plus sign-shaped icon) to continue shooting.Screenshot: The "Add" button is highlighted

  6. After you finish taking photos, tap the "Selected" button (check mark) in the upper right corner of the screen.Screenshot: The "Selected" button is highlighted

  7. If necessary, select whether to reduce the size of the photo.

  8. Tap Save to save the record.

Editing and attaching photos

The following steps use attaching a photo on the Edit record screen as an example.

  1. On the Record details screen, tap Edit.

  2. On the Edit record screen, tap Select file in the Attachment field.

  3. Select one of the following options from the displayed menu.

    • Photo Library
    • Take Photo or Video
    • Take Multiple Photos
  4. Switch to the screen for editing a photo.
    The method for switching differs depending on the option you selected in Step 3.

    • If you select "Photo Library":
      After selecting photos, tap "Edit". Then tap the photo you want to edit from the selected photos and tap the "Edit" button.
      Screenshot: Showing how to switch to the edit screen when "Photo Library" is selected
    • If you select Take Photo or Video:
      Take a photo and tap Use Photo, and then tap Edit Photo.
      Screenshot: Showing how to switch to the edit screen when "Take Photo or Video" is selected
    • If you select "Take multiple photos":
      After taking photos, tap the photo you want to edit and then tap the Edit button.
      Screenshot: Showing how to switch to the edit screen when "Take Multiple Photos" is selected
  5. Edit a photo.
    The following editing features are available in the mobile app.
    Screenshot: Screens for editing a photo

    • (d) Actions Available in Cut Mode:

      • Cut
      • Rotate
      • Deskew
    • (e): Actions Available in Adjustment Mode:

      • Brightness Adjustment
      • Contrast Adjustment
    • (f): Actions Available in Drawing Mode:

      • Pen Input
      • Add stickers/Add text/Add shapes/Add magnifiers
        These menus appear when you tap the Add button (plus sign) at the lower right of the Markup screen.
  6. After you finish working in drawing mode, tap the "Done Drawing" button (check mark) at the upper right of the "Markup" screen.

  7. After you finish all the editing, click the "Done" button (check mark) at the upper right of the screen.

  8. If you selected "Photo Library" or "Take Multiple Photos" in step 3, tap the "Selected" button (check mark) at the upper right of the screen after you return to the screen for selecting photos.

  9. If necessary, select whether to reduce the size of the photo.

  10. Tap Save to save the record.