Files & Links - Over View

Our Files & Links feature allows you to save all relevant documentation in one easy to navigate location. From here you can view all saved files & links, and share via a URL.

Document Types 

Every item saved, must have it's "type" classified. Common documents types are;

• Quotes
• Service Agreements
• Service Reports 
• Finishes Schedule 
• Training Materials  

Document types are added via the configuration tab.

From the configuration tab (left hand menu) select Document Type

Located in the top right-hand corner of the screen, select Add New Document Type

Select an icon from the dropdown menu and enter the name of the document type. Select Save at the bottom of the screen 

Document type will now be available as an option when creating documents 

You can edit, archive / unarchive document types using the three dots to the right of document details

Permissions

Public Permissions - these files can be viewed by anyone who has been provided with the URL, without the need for a Ticked Off account

Private Permissions - these files can only be viewed by users who have a Ticked Off account. URL can still be sent

More information on sharing below

Autosave - WR Documents 

Documents / files that are captured in a WR will be autosaved. These will be saved with their permissions set to private by default (can be changed to public via edit) and may include;

• Location Documents 
• Supplier Documents / Reports
• Supplier Quotes 

These will available via the Files & Links tab

Manually adding Files / Links

You can manually add Files / URLs via the Files & Links tab

Select Add New Document (top right hand corner of the screen)

Enter name and select relevant details from dropdown menus

Select file type 

• URL - Enter full URL (eg https://tickedoffapp.net/index.html#/request/list)
• File - Add file via drag and drop, or by clicking the upload box and selecting a file from your device

Select Save

Searching / Filtering Files & Links 

From the Files & Links landing page, use the filters to narrow down the results displayed

You can further sort by clicking the column titles

To view the general details of the file or link you can;

• double click anywhere in the row
  
• 
  Hover over the 3 dots to the right and click view
  

From the general details screen you can;

• View
• Share
• Edit
• Archive / Unarchive 

Sharing Files & Links

Files and links can be shared via a URL. Recipients may require a Ticked Off account to view URL based off the documents permissions

Sharing a single item

From the Files and Links landing page, locate the item you wish to share and click View

Select Share The Document (top right hand corner of screen), URL will be copied to your clipboard

In your email, right click and select paste (or Ctrl v). Link will be pasted ready for you to share

Sharing multiple items

Using the tick boxes to the left, select the items you wish to share

Once selections have been made select Download Selected. Items will be downloaded in a ZIP file to your device for you to share as you wish

Editing / Archiving / Unarchiving Files & Links

There are two locations you can edit / archive Files & Links

Files & Links landing page

Hover over the three dots and select required action

General Details page While in the view screen click the three dots in the top right hand corner and select required action