Document Screen - Mobile Access for iPhone (Legacy) - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Mobile Access for iPhone (Legacy)

Platform
OnBase
Product
Mobile Access for iPhone (Legacy)
Release
Foundation 22.1
License
Standard
Essential
Premier

You can view the following types of documents using the OnBase Mobile Access for iPhone module:

File Format

Behavior

E-Form

You can enter information in the E-Form in the same way that you would using a desktop-based OnBase client. When you tap a field that allows you to enter comments, the iPhone's keyboard is displayed.

Tip:

Use the iPhone keyboard's Previous and Next buttons to move through configured E-Form fields.

Note:

E-Forms licensing is required to view and enter information in E-Forms.

Image

Rendered as read-only.

OLE

Rendered as read-only. The following OLE documents are supported:

  • Excel (.xls, .xlsx)

  • Word (.doc, .docx)

  • PowerPoint (.ppt, .pptx)

  • PDF (.pdf)

Note:

Some functionality (for example, password protection for PDF documents) may not be available.

Text

Rendered as read-only.

Unity Form

You can enter information in the Unity Form in the same way that you would using a desktop-based OnBase client. When you tap a field that allows you to enter comments, the device's keyboard is displayed.

Note:

Unity Forms licensing is required to view and enter information in Unity Forms.

The Document screen displays the selected document:

When viewing documents, you can zoom in and out by pinching your fingers together or apart, respectively. You can also rotate the document by placing two fingers on the screen and turning the image.

For multi-page documents, tap the area below the image to open the page selector.

The following buttons are available:

Button

Description

Tap to display the Keywords screen.

See Keywords Screen for more information.

Tap to display the Notes screen.

If notes exist on a document, the number of notes on the document is displayed on top of the Notes button:

See Notes Screen for more information.

If you are viewing document information via Workflow, or to view document cross-references, tap to display the Related Documents screen.

See Viewing Related or Cross-Referenced Documents for more information.

Tap to send the document as an attachment via email.

Note:

This option is only available if you have the External Mail user group privilege assigned to you.

Note:

In order to send an attachment via email, an email account must be set up within the iPhone's email settings.

If you are viewing document information via Workflow, tap to display the Tasks screen.

See Tasks Screen for more information.

If you are viewing document information via a Custom Query, tap to display the Results screen.

See Custom Queries for more information.

If you are viewing document information via Workflow, tap to display the Workflow screen.

See Workflow Screen for more information.