Transfer to Myself

With the Transfer to Myself feature, mobile users can submit incomplete TrueContext Teamwork TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts.-enabled forms while keeping the record assigned to them. To do this, they transfer the form and select the option Myself. This sends a copy of the ongoing work to the server, making it available on any of the user’s other devices. Additionally, supervisors can view incomplete work from the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.. The topics in this section describe the Transfer to Myself feature, how to set it up, and how to use it.

Available on the Enterprise tier only: