Mobile, easy way to add documents to an object?

Customer is in the construction business. Carpenters have M-Files on their phone. They have a personalized View showing only the cases/projects that they are working on. This limits the selection to a few cases out of many thousands. The carpenters need to add pre- and post photos to M-Files. Preferably they should be able to select the relevant case object from their personal view and then add documents to that case without having to fill any metadata but the name and title (which could also be automated). When creating a new document it is easy enough to add photos to it from the phone's camera.

I don't see any options to work this way. It seems they have to create a new document from scratch and add the case object manually. This is not something you can easily convince a carpenter to do! Any ideas on how we might get close and create an easy and acceptable process?

Parents
  • We´ve built a 'Field Services' solution where it´s several layers to it.

    One planning stage, often done by the field service coordinator and then the execution stage where the employee on field get the bookings in their outlook, Google Map link to the destination, uploading photos and in the end automated receipt/ work summary with both services and products used for the specific work order. 

    Below is a short video and unfortunately the captions I added is in Swedish, but you´ll see the solution both from M-Files client and mobile device. 

    Field Service

Reply
  • We´ve built a 'Field Services' solution where it´s several layers to it.

    One planning stage, often done by the field service coordinator and then the execution stage where the employee on field get the bookings in their outlook, Google Map link to the destination, uploading photos and in the end automated receipt/ work summary with both services and products used for the specific work order. 

    Below is a short video and unfortunately the captions I added is in Swedish, but you´ll see the solution both from M-Files client and mobile device. 

    Field Service

Children
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