For: All users
If you've been asked to submit a document or photo as part of a task, you can do this directly from the Site App Pro mobile app. This guide walks you through finding the task and uploading your files.
Finding the task
When a task is due, it will appear on your To-Do List on the mobile app home screen.
Note: Tasks only appear on your To-Do List once they are due. If you can't see the task, check your Tasks list by tapping the menu icon (☰) and selecting Tasks.
Uploading your files
Tap the task from your To-Do List
Under To complete, tap Upload files
Choose how you want to add your file:
Take a photo — opens your camera
From photo gallery — opens your photos app
From files — opens your files app, allowing you to select PDFs and other saved documents
Select the file or files you want to upload — you can select multiple files at once if needed (e.g. the front and back of a document)
Tap the orange Save button
Tap the orange Send for review button to submit your files and complete the task
Tip: If your organisation has document approval enabled, your files may need to be reviewed by an approver before they are accepted. You'll be notified if your document is rejected and what you need to do to resubmit.
