Documents - Add Documents

1. Click the Documents button from the Data Entry Screen.

2. You will have two buttons at the bottom to add Forms or Documents.

3. Click Add Docs button. A list of documents will populate for you to add to your entry.

 Click to choose the docs and then click OK. The green down arrow will allow you to download the file.

4. Click the doc icon to open the Document.

(Note: A prompt will show up and inform you how to properly enter information into the document and share it back with FMP so it can be captured in reports.)

Choose which Third Party App (On your device) to open the Document (files that end in .doc, .pdf, .xls).

Once information has been captured in the file, SHARE it back to FMP Mobile for it to be stored by FMP.

(Note: locate the SHARE icon in your Third Party App)

Click Send a copy (This may differ depending on your Third Party App). Share to FMP Mobile.

FMP Mobile will collect the shared copy.

5. Mark the Doc as Complete. Check the toggle.

6. Add from Time Card will add Employees who were in the daily Time Card. 

(Note: This will pull in their names in efforts to collect their Signature.)

Click their name to have them sign off that they received the information.

(Note: The Add/Remove button will pull up a list of all Employees that will allow others to be chosen and added outside of the Time Card. The method will be the same to have them sign off on the document.)

7. Add Notes to the Document.

8. Once complete, click Save Document.

(Note: If you're done with the docs, you can also click Transfer Form and it will transfer the document to the FMP Office personnel.)

It will now look like the below screenshot.