Viewing Account Resources

Policies, safety guidelines, and other documents published to the whole account rather than to one machine.

Some documents apply to every machine a Technician works on rather than to one copilot — travel and expense policies, field service safety guidelines, handbooks, and the like. These are published to the account as a whole, and the app lists them below the four menu items, under your account's name.

The account resources of an account, listing its travel policy and field service safety guidelines.

Documents published to the whole account

Tap a document to open it in the viewer, or tap the cloud control beside it to download a copy to the device. They behave like any other resource once open — see Viewing Resources.

Two Ways In

RouteWhere
The app menuBelow Settings, About, Accept Handoff, and Offline Settings, under the account name
The account logoAt the top of the Asset Page, tap the logo

Both open the same set.

To publish documents to an account, see Account Resources.