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1.52. Importing Files to the EOS Client Onboarding Mobile App
You can import .PDF and Microsoft Word files (both .docx and .doc file types) into the EOS Client Onboarding Mobile app from other iPad apps (for example: your email app, the Safari web browser, a file sharing app, etc.).
The exact process for importing a file varies based on the app from which the file is coming.
- Access the app's export option and selecting Open in LincDoc. An example of this option is shown below. Your app's option may vary slightly.
- Tapping and holding the file name and choosing Open in LincDoc.
Once imported, a message appears in the EOS Client Onboarding app.
These files can then be used with a form's upload field via the Files options.
Important: Imported files are only available from the app for a specified period of time, after which they are automatically deleted from the app. This time period is set using the Delete imported files server-side option.