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How can I send records to mobile?

Updated: Jan 26

From the Back Office (Web), several options are available to you to "send files to mobiles".

Assignment: through a user field in the form.

It allows you to assign a file to a user. Often used for a very specific job to be carried out by this person.

➡️ To find out more: Workflow (


This functionality allows you to configure the eligibility rules (conditions) of one (or a batch) of records to be sent to mobile. It is associated and therefore "broadcast" to a group of users. It is often used to share a “catalog” of files, such as products or contacts.


It is associated with a type of form, it conveys a dated file from the calendar, which is assigned to a particular user. It is most often an action to be done on a specific date and time.

➡️ To find out more: Task (


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