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How to upload a document to support a request in the Mobile Employee Experience

When a Selected Field from the Request Type Details screen has the field type of Document, a Documentation section in the View Request window is visible to users in the Mobile Employee Experience (MEE

Updated over 2 weeks ago

When a Selected Field from the Request Type Details screen has the field type of Document, a Documentation section in the View Request window is visible to users in the Mobile Employee Experience (MEE). This feature allows users to upload a document to support their request. Note - only one document can be uploaded per field. A request can have multiple fields with field type of Document to support uploading multiple documents.

Users can upload a document by clicking on the [Add Document] icon. Select the document to upload.

view_request_add_doc_MEE.png

Once a document is selected the Upload File window appears. From here, the Name field is automatically populated with the name of the selected file. The name can be amended prior to saving the upload. Next, select the Document Type from the drop down list. Click

Save Button.png

to continue.

upload_file_request_details.png

To edit or delete an uploaded document, click on the pencil icon.

edit_uploaded_doc_request_MEE.png

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