Usage of Templates on iOS / IPhone / IPad

Hello there

Is it possible that in the iOS Mobile App the proper usage of template documents is not possible? I cannot find the function to create a new document from a template document, whereas in the android app the functionality works exactly how it does in the M-Files Client Version, so if you select a document, you get asked wheter you want to create a new documt from the selected template.

Maybe I'm doing something wrong and anyone knows if it should be possible or indeed not.

Thanks for your reply and kind regards

Thomas

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  • I get the template selection screen in M-Files Mobile on iOS if there's a template available for the selected document class.

    Ensure you are running the latest app and server version and reach out to M-Files Support if you suspect a misfunction.

  • Hi Joonas, thanks for your response. I'm sorry, I don't get it, so you're able to create a new document from a predefined Template? I cannot seem to make that work.. Could you describe what you do? As I understand it, you create a document (via the " + "-Icon I presume), select the class, in which there is a predefined template already saved and then you're able to select that template and create a new document from it?

    I can't seem to make this work.. My App is the newest version, but the server version isn't. As it works on Android, I don't think that it is a server version issue.

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  • Hi Joonas, thanks for your response. I'm sorry, I don't get it, so you're able to create a new document from a predefined Template? I cannot seem to make that work.. Could you describe what you do? As I understand it, you create a document (via the " + "-Icon I presume), select the class, in which there is a predefined template already saved and then you're able to select that template and create a new document from it?

    I can't seem to make this work.. My App is the newest version, but the server version isn't. As it works on Android, I don't think that it is a server version issue.

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