Fileshare

Welcome to the Fileshare Tool!

The Fileshare feature in Mobiloan allows you to create customizable, shareable media objects - , sharing client documents and other media types through Mobiloan is now more streamlined and efficient.

This functionality is designed for cases where you need to share various file types—such as PDFs, Word documents, Excel spreadsheets, or images—via Mobiloan’s standard sharing methods, including Print, Email, SMS, or a Download Link.

Follow the steps below to use this feature effectively.

Step 1: Creating a New Fileshare

1. Access the Fileshare Feature

   • Navigate to the Fileshare section in `Tools Menu -> Fileshare`

   
2. Create a New Fileshare Object

   • Click the +New Fileshare button located at the top-right corner of the screen.

   
3. Provide Folder Details

   • Enter a Folder Name (e.g., "Client Document").

   • Add a File Description to specify the purpose of the file.

Step 2: Uploading a File

1. Open the Smart File Uploader

   • Use the uploader to browse your device’s internal storage.

2. Select the File

   • Locate and choose the file you want to upload (e.g., from your device’s media folder, gallery, or downloads).

3. Upload the File

   • Once you’ve selected the file, click Upload to complete the process.

   

Step 3: Managing the Fileshare Object

1. View the Fileshare Object

   • After uploading, the new Fileshare entry will appear in the table of Fileshare objects.

   
2. Open the File

   • Click on the entry in the table and select View Fileshare.

   
3. Share the File

   • Use Mobiloan’s standard sharing options:

     • Print

     • Email

     • SMS

     • Generate and share a Download Link