Resources

Resources help field technicians access information while they work on records in the TrueContext Mobile App. A resource might be a document, like a manual or a floor plan, or an image like a schematic or diagram. Form Designers can create questions that reference specific resources or create a Resource Library The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. where field technicians can access resources anytime. You set up Resources at the FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. level.

These topics describe how to set up and use Resource Documents, Resource Images, and the Resource Library.

Available on all tiers, with more options on the Advanced and Enterprise tiers: