iPad App: All about Working Docs

On the iPad app, you can access Working Docs just like you would on the SkySlope website. However, it does work just a bit different. Within Working Docs, you can rotate your documents, move them to a property file, or even split them into various documents. This guide goes everything you can do within Working Docs on the iPad app. 

 

On the iPad app, you can access Working Docs at any time. On the right side of your screen, there is a column that lists the different sections within the app. The second section is Working Docs, with an icon of a file folder. Tap on that icon to access Working Docs. 

Once within Working Docs, you will see a list of all of the documents that have been uploaded into Working Docs. Office Docs isn't a section of SkySlope that is available on the app just yet, so you will only be able to access the Personal Docs section of Working Docs. That will include all of the documents you've uploaded or emailed into that section. Click here to learn how to email documents into Working Docs. The documents most recently uploaded will be at the top of the list; the oldest, at the bottom.

When you tap on the name of any PDF document, the document will open in a preview window so that you can see it. After viewing the document, tap on <Working Docs at the top to return to the main Working Docs screen.

When you press & hold on any PDF within Working Docs, you will see a black menu pop up with a list of possible actions for that document. 

The options for a Microsoft Word or Excel document, or an image file, are going to be different than for a PDF. 

If you want to move the document from Working Docs to a property file in SkySlope, you will tap on "Assign to Property".

Then tap on the address of the file you want to move the document into.

If you want to permanently delete the document from Working Docs, press & hold the document to bring up the black menu bar. Then, tap on Delete.

If you need to rotate the document, press & hold the document to bring up the black menu bar. Then, tap on Rotate Left or Rotate Right (depending on which way the document needs to be rotated). After you've tapped either Rotate Right/Left, the rotated document will open in a preview window. You can use the arrows in the lower left to rotate again, if needed.

Lastly, if you have a large PDF that you need to separate into different documents, you can tap on the Split button. Click here to learn how to Split & Assign on the iPad. 

And that's all of the awesome stuff you can do in Working Docs! If you have any other questions about Working Docs on the iPad app, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

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