Document Media & Attachments on Mobile

User Personas: Project Management | Field 

Snap photos and videos or upload them from your device library while creating documentation for your project from the field. You also have the ability to add text and freehand markups to images in the mobile app.

Attachments are currently only able to be added to documents via the web, but they may be viewed on the mobile app.

To perform the actions described in this article, a user must have been granted the General Permissions - Create and Edit permissions for the respective document type.

Use the links below to quickly jump to a topic:

• View Document Media & Attachments from Mobile
• Attach Media to Documents
  • Select an Image or Video from Your Device Gallery
  • Snap a Live Photo from Your Device
  • Record a Live Video from Your Device
• Remove Media from Documents
  • Remove a Single Media
  • Remove Multiple Media
• Add Markups to Images

View Document Media & Attachments from Mobile

1. Go to the document log page and locate the document with media that you wish to view
   • Swipe through the media thumbnails on the document log page if desired
2. Select the document to view then select the Media tab (not applicable for Field Notes)
3. Select the media that you wish to view in full screen
   
   • Zoom in/out on an image by double tapping or using the pinch gesture with your fingers on your device screen
   • When zoomed in on an image, drag a finger on your device screen to pan through the image
   • Use the play/pause, mute and full screen buttons while playing videos if desired

Attach Media to Documents

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Use the following icons to add media:
   • Gallery icon - Select media from your device’s gallery
   • Camera icon - Use the device’s camera to snap a live photo
   • Video icon - Use the device’s camera to capture a live video

See below for steps on how to add media using the three methods:

Select an Image or Video from Your Device Gallery

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes), then select the Gallery icon
2. Choose the media you would like to attach then select Add
3. Optional: Add markups to images if desired
4. Select the checkmark when finished

Snap a Live Photo from Your Device

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes), then select the Camera icon
2. Frame the shot and snap the photo, then select Use Photo
3. Optional: Snap more photos if desired
4. Optional: Add markups to images if desired
5. Select the checkmark when finished

Record a Live Video from Your Device

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes), then select the Video icon
2. Frame the shot and record the video, then select Use Video
3. Optional: Record more videos if desired
4. Select the checkmark when finished

Add media to a document from mobile

Remove Media from Documents

Remove a Single Media

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Select the thumbnail of the media to view it in full screen then select Delete
3. Select the checkmark when finished

Remove Multiple Media

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Select the Select button and choose the media to delete then select Delete
3. Select the checkmark when finished

Delete a single media from mobile

Add Markups to Images

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Select the thumbnail of the media to view it in full screen then select Markup
   • Freehand Markup - Select your desired color for the markup then use a finger to draw a freehand markup on the image
     • Select Undo Markup to remove the last markup
   • Text Markup - Double tap the image where you would like the text to appear then select your desired text color/size, enter your text and select Save
     • Select Undo Text to remove the last text markup
3. Select the checkmark when finished

Add freehand markup to image on mobile	Add text markup to image on mobile