Attachments in the Driver App
- Michelle Cabaya (Unlicensed)
For driver documentation see Attachments.
The Attachments screen displays attachments associated with the stop or parcel. Drivers can also add attachments from this screen using their device.
Set the Maximum Upload File Size
The maximum file upload size is set in the Company tab of the Global Options under Maximum Attachment Size (MB) Allowed. See Global Options.
Viewing Attachments from the Driver App
In the Operations App
Replace green text below with your applicable values.
You must be logged in to view the photo(s). If you are not logged in you will be asked to log in before you can view the attachments.
Order form "Attachments" tab. See Orders.
Route stop form "Attachments" tab. See Dispatch - New / Edit Posted Route Stop.
Message formats: You can add one of the following attachment URLs to your message format. See Message Formats (Classic Operations App) for the Classic Operations App or Message Formats for the Operations App.
Using the Client Portal:
Replace URL with the Client Portal URL. For Cloud customers, the Client Portal URL is https://CUSTID0.cxtsoftware.net/ where CUSTID is your Customer ID. Cloud customers who do not know their URL can contact technical support.
Route stops: URL/#/track-order;trackingId=[PKID]
Orders: URL/#/track-order;trackingId=[OrderID]
Using X Internet:
Replace URL with the Client Portal URL. For Cloud customers, the Client Portal URL is https://CUSTID0.cxtsoftware.net where CUSTID is your Customer ID. Cloud customers who do not know their URL can contact technical support.
Route stops: URL/switchaccount.asp?ShowUploadForm=1&ID=[PKID]
Orders: URL/switchaccount.asp?ShowUploadForm=0&ID=[OrderID]
In the Client Portal
Route Tracking section's route stop details page. See Route Tracking.
Add an Attachment in the Driver App
The option to add attachments from “Gallery” and “Files” can be hidden by the “Force Camera Use During Specific Events” mobile option, when “Photos” is selected. See How to Require a Driver to Use Their Camera During Specific Events in the Driver App.
For Stops
Go to the Stops List.
Select the stop to add the attachment to.
Tap Attachments.
Select how to add the attachment.
Camera - Use the device’s camera to take a photo. The maximum resolution for images is 1920x1080.
Gallery - Select a photo from the device’s image gallery. The maximum resolution for images is 1920x1080.
Files - Select a file from the device. If the file size is too large the Driver App may have trouble syncing with the server.
Select the attachment or take a photo to add.
Optional. Add a Description.
Tap Save on the bottom right.
For Parcels
Go to the Stops List.
Select the stop associated with the parcel to add the attachment to.
Tap Parcels.
Select the parcel to add the attachment to.
Tap Attachments.
Select how to add the attachment.
Camera - Use the device’s camera to take a photo. The maximum resolution for images is 1920x1080.
Gallery - Select a photo from the device’s image gallery. The maximum resolution for images is 1920x1080.
Files - Select a file from the device. If the file size is too large the Driver App may have trouble syncing with the server.
Select the attachment or take a photo to add.
Optional. Add a Description.
Tap Save on the bottom right.
Delete an Attachment in the Driver App
For Stops
Go to the Stops List.
Select the stop that has the attachment to be deleted.
Tap Attachments.
Select the attachment to be deleted.
Tap DELETE.
For Parcels
Go to the Stops List.
Select the stop associated with the parcel that has the attachment to be deleted.
Tap Parcels.
Select the parcel that has the attachment to be deleted.
Tap Attachments.
Select the attachment to be deleted.
Tap DELETE.
Alternate Steps
For Stops
Go to the Stops List.
Select the stop that has the attachment to be deleted.
Tap Attachments.
Swipe left on the attachment to delete.
Tap Delete.
For Parcels
Go to the Stops List.
Select the stop associated with the parcel that has the attachment to be deleted.
Tap Parcels.
Select the parcel that has the attachment to be deleted.
Tap Attachments.
Swipe left on the attachment to delete.
Tap Delete.