Documents

Owned by Catherine Randall
Last updated: Feb 07, 2020



Documents can be added to the BART system and stored within folders for easy access. They are accessible through both the BART Team App and the Members Web App. 

Add a new Document


Please Note: Documents can only be added to existing folders, so if you would like to add a document to a folder that doesn’t exist, please create a new one first.

BART Team App

1. Navigate to the 'Documents' item in the main menu (it can be accessed via the hamburger icon in the top left hand corner of the screen)

2. Either select an existing folder to add your document to, or create a new folder using the plus (+) icon in the top right hand side of the screen:

3. Tap on your new or existing folder - you will see a list of all documents (if any) are already in the folder

4. Tap on the plus (+) icon in the top right hand corner of the screen

5. Choose between 'Take Photo' or 'Upload Image'

6. Once choosing an image from your smart device or taking a photo, you will be asked to give it a label

Please Note: The BART Team App only allows image document types to be added - other types can be added via the Members Web App


Members WebApp

1. Navigate to the ‘Documents’ item in the main menu

2. Press on the square purple plus icon next to the folder you would like to add the new document to


3. The contents of that folder will expand, and there should be a new button appear

4. Press on the blue ‘Add Document’ button

5. A modal dialogue box will appear


6. Either drag and drop a document that you have on your computer, or press on the blue ‘Select File’ button

7. A preview of your file will appear (where applicable)

8. You can now decide to upload your file into BART or choose to ‘Remove File’


Create a new Folder

BART Team App

1. Navigate to the 'Documents' item in the main menu (it can be accessed via the hamburger icon in the top left hand corner of the screen)

2. Create a new folder by pressing the plus (+) icon in the top right hand side of the screen:

3. Fill in the name of your new folder in the text field provided

4. Select the groups that you would like to grant access to, for the new folder

5. Tap on 'Create'

Members Web App

1. Navigate to the ‘Documents’ item in the main menu

2. Press on the blue ‘NEW’ button

3. A modal dialogue box will appear


4. Enter in the name of your new folder

5. Press on the green ‘CREATE’ button