Scheduling documents

You can choose when a document displays in your mobile application.

Procedure


Image presents schedule plan of documents

  1. Go to Data Management icon Data Management > Documents.

  2. On the list of documents, find the document you want to define or edit the schedule for.

  3. Click the Three-dot icon icon and from the dropdown select Edit schedule.

  4. Choose the start date. In the case when you don’t display the document at once, click the calendar icon to select the date.

  5. Choose the end date. In the case when you don’t want to display the document permanently, click the calendar icon to select the date.

    Note: The condition for displaying a document is that a request for it needs to be sent. The application returns the document when requested in the time specified in the schedule, however, the document may appear with a slight delay due to cashes.
  6. Define the details concerning the time of displaying the documents.

    • Daily - The document displays every day at the specified periods.
    • Weekly - The document displays on the specified days of a week at the chosen time.
    • Monthly - The document displays on the specific days of a month at the chosen time.
  7. To complete the process, click the Save button.

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