Document library
Principles
The document library allows you to group together all the documents that can be associated with visits or customers. Once imported into the library, it is then possible to associate them en masse with the desired visits or customers via field mapping.
Use
The document library is accessible via the Configuration option 
-> Document library.
Each document can be imported, downloaded or deleted from the library. The documents can then be consulted directly from the mobile if they are associated with a visit or a client.
Import
Les documents à importer peuvent être de format image (jpg, png) ou document (pdf, office document : excel, word...). Ils peuvent être stockés sur le Cloud ou bien en local.
The documents to import can be in image format (jpg, png) or document format (pdf, office document: excel, word...). They can be stored on the Cloud or locally.
Click on Actions ->Import. Drag and drop the files to import, or click on the appropriate storage (local/cloud). A summary table of the items is displayed, composed of 4 columns: identifier, file name, type, size. The first 3 items can be modified. Click on Save to validate the import of the documents.
Download
Select the document(s) you wish to download via the checkboxes, then click on upload.
Delete
Select the document(s) you want to delete via the checkboxes, then click on delete.
Add one or more documents to tours in bulk
Lors de l'import du fichier Excel qui contient la liste des visites, ajoutez une colonne "Références des documents", et remplissez les cellules avec les identifiants des documents de la bibliothèque à y associer. Lors du mapping des visites, associez la colonne à la contrainte "Référence des documents" : lorsque vous cliquez sur une visite, elle contient bien un onglet document.
When importing the Excel file that contains the list of visits, add a "Document references" column, and fill in the cells with the identifiers of the library documents to be associated with it. When mapping the visits, associate the column with the "Document reference" constraint: when you click on a visit, it contains a document tab.
When sending the visit to the mobile, the document will be associated, to be viewed by the mobile user.
Happy TourSovling!