Using Documents in the App

Using Documents in the App

Clarinspect's Documents feature gives your team access to important supporting documents right inside the app - wherever they're working. Whether it's Health & Safety documents, ITPs, or step-by-step instructions, your team no longer needs to dig through emails, shared drives, or paper copies on site. 

Clarinspect keeps track of these documents for you so that they are accessible when you need them. A Document may be in downloadable format (pdf, jpg or docx), or could be a web link.

If you are going to be offline, download the documents before you leave the office. They will be saved to your device, and then you can open them from the app when needed.

If you will have mobile access on site, you can download as and when required. Just click on the link to download the document, then click again to open it.

Where to find them?

After you tap on a Work Package in the app, tap Overview along the bottom menu.

Android

iOS

Any images displayed are representative only and may differ depending on the version being used.

This page consists of Details and Documents.

Details include any Work Package Notes left for the user and any common Work Package Data that has been entered. E.g. Project Name, Address, Project Ref number etc. On Android, this can be shown or hidden using the arrow icon beside it. 

The list of documents or links associated with this work package is then listed under the heading Documents.

Documents view

Documents that are available to that work package are listed within their group categories, below the Details section. You may need to scroll down to view them all.



  1. Work Package name

  2. Details section - on Android tap the arrow to show or hide work package details. On iOS this remains unrolled.

  3. Documents section. 

Documents section

All available documents are listed under the search bar, within their groups.


  1. Search bar.  You can search your documents by typing here 

  2. Document group heading in blue text. Documents are listed under their group headings.

  3. This icon indicates a document (pdf, jpg or docx format). Click on the item to download it to your device, or to open it if already downloaded.

  4. This icon indicates a web link. Click on the link and it will open in your device’s chosen web browser.

  5. The cloud icon indicates the document is available to be downloaded to the device. Click on the item to download.

  6. The tick indicates that this file has been downloaded to the device. Click on the file and it will open in the appropriate app. It can also be opened from your device’s downloads folder.




For further information about using Documents within Clarinspect, please read the following:

Using Documents in the Hub

Using Document Groups

Document Versions


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