Add an Image or Document to the Resource Library

The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the TrueContext Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. Admin users and users with Can Create permissions can create a Resource Library by uploading documents and images to a specific FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace.. Any field technician with Can Submit or Can Test permissions in the FormSpace can access these resources on their mobile device.

This topic describes how to add a resource to the Resource Library. It also describes how to apply resource tags and set up a resource in multiple languages.

Info:To display the Resource Library on a team’s mobile devices, an Admin user must enable the Resource Library tab.

Available on the Enterprise tier only:

Contents

• Add an Image or Document to the Resource Library
  • Video demo
  • Add a resource to the library
    • Apply resource tags
    • Set up translated resources

Video demo

Add a resource to the library

When you set up a resource, select Visible in Resource Library. All resources with this setting display in the Resource Library. Any field technician with Can Submit or Can Test permissions in the FormSpace can access these resources on their mobile device.

To make a resource visible in the Resource Library:

1. Go to Forms & Integrations > Resources.

2. Select an existing resource or create a new one.

   • To add an existing resource to the Resource Library, hover over a resource and select Edit.

   • To create a new resource, select Create Resource. Select Resource Image to add an image like a diagram or schematic. Select Resource Document to add a document like a manual or floor plan.

     The following table describes file types you can add to the Resource Library. Some file types are exclusive to the Resource Library and can’t be used in forms.

     Resource type	File type	Can be used in forms?	Can be used in the Resource Library?	Max size
     Image	JPEG	Yes	Yes	2 MB
     	JPG
     	PNG
     Document	PDF			5 MB
     	Word	No
     	Excel

3. Set up or edit the resource.

   Info:The topics Resource Documents: Create a Resource Document and Resource Images: Create a Resource Image describe this process in more detail.

4. Select Visible in Resource Library.

   

5. Select Create or Update.

   Result: Field technicians can access the resource in the Resource Library.

   

Tip:You can also create resources in bulk. The topics Resource Documents: Bulk Create Resources and Resource Images: Bulk Create Resources describe this process in more detail.

Apply resource tags

Set up translated resources

Available as an add-on to the Enterprise tier:

If you have the same resource in multiple languages, you can link the language versions. When a field technician opens a resource on the Mobile App, they can easily switch between languages. If a field technician has a preferred form language set, resources display in this language by default. A field technician can also filter the library by language.

Info:The topics Resource Documents: Set up multiple languages and Resource Images: Set up multiple languages describe this process in more detail.