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Name a File

Give an uploaded file a clear name before it is attached to your form.

When you add a file or a photo to a Server UI form, a small popup asks you to name it first. Typing a clear name now makes the attachment easy to recognize later, both for you and for anyone reviewing the form. The popup is deliberately quick: one name field, save, and cancel.

Name a file

Overview​

PartWhat it does
HeaderA short title set by the form, describing what you are naming.
Name fieldWhere you type the file's name. Required.
SaveConfirms the name and attaches the file to the form.
CancelCloses the popup and tells the form you backed out, so the file is not attached.

The card sizes itself to your device, taking about half the width on a tablet or in landscape and nearly the full width in portrait, and it slides up out of the keyboard's way as you type.

Getting Here​

You do not open this popup from a menu; it appears as part of adding an attachment.

  1. Open a Server UI form with an upload section.
  2. Add or capture the file you want to attach: a photo, a scan, or a document, depending on what the section accepts.
  3. The naming popup appears automatically with the cursor already in the Name field.
  4. The keyboard opens with it, so you can type straight away.

Naming the File​

  1. Type a clear, recognizable name in the Name field.
  2. Tap Save. If the field is blank the app answers "Enter name" and the popup stays open.
  3. The name is applied and the file is attached to the form's upload section, listed under the name you gave it.
  4. To back out instead, tap Cancel. The popup closes, the form is told you cancelled, and the file is not attached.
If you tapWhat happens to the file
Save with a nameAttached to the form under that name.
Save with an empty fieldNothing yet; "Enter name" appears and you stay in the popup.
CancelNot attached. Add it again if you change your mind.
tip

Name the file for what it shows, not for what it is. "Front bumper damage" is worth far more to the person reviewing the form than "photo 4", and it is searchable when the paperwork is read back weeks later.

note

The name is a label on the attachment, not the file on disk. Renaming here does not change anything else on your device, and the same photo can be attached twice under two different names if the form needs it.

caution

Be careful what you attach. Whatever is on the form travels with it when it is shared, so an accidental photo reaches the recipient along with everything else. See Share a Form.

How This Connects​

  • Where the file comes from. From your camera or your device's files, depending on what the form's upload section allows. The popup only names it.
  • Where it goes when saved. The name goes into the form's upload section, and the file itself is uploaded to your agency's secure file storage so it travels with the record rather than living only on your phone. See Data and Sync.
  • Which other parts of the app use it. Named attachments appear in the upload sections you can collapse (see Edit & Collapse Sections), travel with a shared form (see Share a Form), and appear on paperwork produced by the PDF Generator. Attachments added on a call show alongside it in the Incidents List. For photos held on the device itself, see Photo Gallery.
  • Offline and reconnect. Adding and naming a file works offline; the file is held on your device. The upload and the form's save complete once you are back in coverage, so keep the form until then. See Offline Mode and Downloading Data.

Troubleshooting​

If this happensWhat to do
"Enter name" appearsThe field is required. Type a name and tap Save.
The popup appeared unexpectedlyIt always follows adding a file. Name the file, or tap Cancel if you added it by mistake.
The attachment is missing from the formYou probably tapped Cancel. Add the file again and save it with a name.
The keyboard hides the fieldThe card lifts itself clear as you type. If it does not, turn the device upright and try again.
The file is not uploadingNaming succeeded and the file is on your device. Move into coverage and save the form to finish the upload.
You named it wrongRemove the attachment on the form and add it again with the right name.

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