Using the Device Settings Tab

How to use the Device Settings tab

Use the Device Settings tab to configure folder viewing preferences and autosave options, set the default device timeout period, and manage notification settings.

1. From the Configuration menu, click Security Settings to open the Security page. Click Device Settings.
   
2. Toggle Show Folders in The App on to display all the sites folders that are related to the user’s role in the app. Any published form with the user’s role displays in the folder.
3. Toggle Autosave Media to Device on to automatically save any photo, video, or audio file added to a form to each app user's device—directly to their default media storage (such as the Photos or Files app), depending on the device type. If the media can’t be saved (for example, due to low storage space), users will see a notification. The form can still be submitted, but the media won’t be backed up on the device. 
   This setting applies to all app users. We recommend users regularly check their device storage and delete unneeded files, especially if your forms often include large or multiple media files.
4. Select the default timeout period for all devices. Timeout periods can be specified from 30 seconds to 3 minutes, in 30 second increments. Technicians can change the default timeout period in the app on each of their devices to override the default.

5. Users may not always have the app open—especially users whose primary duties are elsewhere. Because of this, important notifications about workflow and/or contactless signatures can be missed, such as a workflow needing approval or that a contactless signature has been signed. To help ensure users are alerted when action is required, you can choose how notifications are delivered: either as an in-app notification and/or by email. This setting applies to all users, including technicians who originally submitted a form for approval and may receive it back if it's rejected. 

   If you select In-App Notification (the default), a pop-up will appear in the app to let a user know that a workflow or contactless signature needs attention.

   If you select Send Email, an email will be sent to the user. This is helpful for users who aren’t regularly in the app. The email address used is the one entered for the user in the Add User window.

   Whether by pop-up or email, the notification includes the form name and description so you can easily find the correct form—even if you have multiple versions of the same form.

6. Click Save to save your settings.