App

Working offline

Bring documents onto your device and work without a connection.

At the customer's, on the train, in the basement: whatever you keep offline opens without a connection, too.

Keeping a document offline

  1. Open the document.
  2. Click Keep offline – on a tablet or smartphone, Offline at the bottom. The app reports Saved for offline use, and the button now says Kept offline. A tick next to the title shows it, too.

Clicking Kept offline removes the copy again. In lists, you will find Keep offline behind a card's ⋯ on a tablet or smartphone.

Documents that can only be read in the app can be kept offline too – for reading in the app.

Everything offline

Under Settings › Offline & sync – or via … documents offline at the bottom of the navigation on a computer, via the cloud icon at the top on a tablet or smartphone, or via More › … documents offline on a smartphone:

  • Whole library offline – Download all (…) downloads all documents you are allowed to see; the button shows how much space that takes. Once they are on your device, it says On this device, and Remove from device deletes them again.
  • Download over Wi-Fi only – saves your mobile data. If your browser does not tell what kind of connection it has, the switch cannot be used and the app always downloads.
  • Load new versions automatically – when the app opens, every 4 hours and whenever it refreshes.
  • SAVED INDIVIDUALLY – the list of documents you keep with Keep offline, each with Remove.
  • Used by this app – how much space the app and its offline copies take, and how much is free.

Install the app (Install the app on the same page) and tick Stay signed in when you sign in – then it starts without a connection, too.The mobile app keeps everything on the device, with no size limit; if it runs out of space, this page says so.

Always up to date

The app fetches what is new on its own: every ten minutes while it is open, and when you come back to it after a while. On a tablet or smartphone you can also pull a list down from its top and let go – it then refreshes at once.

What works without a connection

Without a connection
Categories and titles of all documents✓
Opening documents kept offline✓
Writing notes, changing favorites and appointments✓ – synchronised later
Opening other documents–
Sending to customers–
AI assistant–

When the app is offline, a notice appears at the top, and on a tablet or smartphone the cloud icon in the header says Offline.

Sign out deletes the offline copies from this device. If you keep documents offline, the app asks first with Sign out? – without a connection, you cannot download them again.