ProcessPro

The mobile app is a view-only tool. All changes and updates are made using the desktop version.

Users should sync the mobile app before heading onto the floor to ensure the latest data is downloaded. Once synced, processes and value streams can be viewed entirely offline, making the app ideal for teams working in factories or locations with unreliable network signals. To help with regular syncing, <a href="https://help.processpro.io/en/articles/15251454-mobile-app-sync-scheduler">an automatic, recurring background sync can be scheduled.</a>

Important: to ensure access on the floor, the specific maps required for viewing must be synced in advance.

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Managed documents and attachments are now included in syncs and will appear in the left navigation menu once downloaded. You can download, share, or open them in another viewer (e.g. a PDF viewer). Links open in a new tab, and mail-to attachments open in your device's default email client.

Synced managed documents and attachments contribute to your device's Document Storage. See <a href="https://help.processpro.io/en/articles/17704900-mobile-app-document-storage">Mobile App: Document Storage</a> for how to manage this.

(Media: [Screenshot — show the left navigation menu with managed documents and attachments listed])

Quick Steps to Sync an Environment (Company)

Select the hamburger/menu icon in the top left corner.

Select the large Sync button. This will sync everything for the environment (company) you are in.

1. Select the hamburger/menu icon in the top left corner.
2. Select the large Sync button. This will sync everything for the environment (company) you are in.

(Media: [Screenshot — show the large Sync button in the menu])

Quick Steps to Sync Within the Current Environment (Company)

Select Dashboard. A list containing all published processes and value streams within your company will display.

Select the sync button in the top right corner. Your current environment will sync.

1. Select the hamburger/menu icon in the top left corner.
2. Select Dashboard. A list containing all published processes and value streams within your company will display.
3. Select the sync button in the top right corner. Your current environment will sync.

(Media: [Screenshot — show the sync button in the top right of the Dashboard])

Open the process. The process steps will display.

Select the sync button in the top right corner. The process map will sync.

1. Open the process. The process steps will display.
2. Select the Map tab at the top.
3. Select the sync button in the top right corner. The process map will sync.

(Media: [Screenshot — show the sync button on the Map tab])

Manual syncing cannot be initiated when a background sync is in progress.

Synced managed documents and attachments take up storage on your device. Manage this from the profile area under Document Storage.

- Manual syncing cannot be initiated when a background sync is in progress.
- Synced managed documents and attachments take up storage on your device. Manage this from the profile area under Document Storage.

How to <a href="https://help.processpro.io/en/articles/15053828-mobile-app-sign-in-and-log-in">Sign In and Log In</a>.

How to <a href="https://help.processpro.io/en/articles/15053985-mobile-app-navigation">Navigate</a> your ProcessPro mobile app.

How to <a href="https://help.processpro.io/en/articles/15158187-mobile-app-view-and-change-environments-companies">View and Change Environments (Companies)</a>.

How to <a href="https://help.processpro.io/en/articles/15158166-mobile-app-view-personal-information-and-sign-out">View Personal Information and Sign Out</a>.

How to <a href="https://help.processpro.io/en/articles/15251823-mobile-app-access-and-share-logs">Access and Share Logs</a>.

How to manage <a href="https://help.processpro.io/en/articles/17704900-mobile-app-document-storage">Document Storage</a>.

- How to <a href="https://help.processpro.io/en/articles/15053828-mobile-app-sign-in-and-log-in">Sign In and Log In</a>.
- How to <a href="https://help.processpro.io/en/articles/15053985-mobile-app-navigation">Navigate</a> your ProcessPro mobile app.
- How to <a href="https://help.processpro.io/en/articles/15158187-mobile-app-view-and-change-environments-companies">View and Change Environments (Companies)</a>.
- How to <a href="https://help.processpro.io/en/articles/15158166-mobile-app-view-personal-information-and-sign-out">View Personal Information and Sign Out</a>.
- How to <a href="https://help.processpro.io/en/articles/15251823-mobile-app-access-and-share-logs">Access and Share Logs</a>.
- How to manage <a href="https://help.processpro.io/en/articles/17704900-mobile-app-document-storage">Document Storage</a>.

Sync your ProcessPro mobile app to see the latest process updates. Includes managed documents and attachments in syncs and Document Storage management.

Mobile App: Syncing

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Mobile App: Syncing

Managed Documents and Attachments

Quick Steps to Sync an Environment (Company)

Quick Steps to Sync Within the Current Environment (Company)

Quick Steps to Sync a Process Map

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