New Photo Collect and Signature Capture
Note: Based on customer requests, as of January 2020 the Signature Capture option transitioned from storing base64 to storing images. Now signatures captured by the mobile app can be uploaded via FTP to your server or uploaded to your account on Dropbox. This is an automated process. Please use the following instructions for both Photo Collect and the new Signature Capture option.
Instructions – FTP
If you’ve selected FTP as the Medium Type, you will need to ask your IT department for instructions on what to enter here.
1 – If you have already created and saved an FTP account, it will appear in the account dropdown list. If you have not, choose to create an account and enter the settings using the form below the account selection option. In that way, you can have one or more standard accounts to use for your FTP questions.
2 – To edit or delete an account, navigate to your Account page and select “External Accounts”.
3 – To include the barcode value in the string uploaded to your server follow the instructions under “I. Include Barcode Value” below.
Instructions – Dropbox
If you’ve selected Dropbox as the Medium Type, you can set this up yourself. If a new Dropbox account, you must activate the account from the confirmation email Dropbox sends upon registration.
A. Selecting your Dropbox account
You can use your Free or Paid account on Dropbox. If have already signed into your Dropbox account in your browser (recommended), you will see that account as an option to select. If not, select ‘Link new account’ to sign in. Once signed into Dropbox you’ll be able to choose that account on codeREADr.com.
Note: If you are already signed in to your Dropbox account but want to use a different account, sign out of Dropbox before proceeding.
Note: To edit or delete an account, navigate to your Account page and select “External Accounts”.
B. Entering the Upload Path
Standard: Simply enter ‘/’ (a forward slash) as the Upload Path in the form field.
- Photos are uploaded to the /Apps/codeREADr folder of the selected Dropbox account: https://www.dropbox.com/home/Apps/codeREADr/.
- You can customize by creating sub-folders inside the /Apps/codeREADr/ folder. The path you enter into the Question must exactly match the target path on Dropbox. For example, if you created the sub-folder /employee_photos/, you would input ‘/employee_photos/’ as the Upload Path and photos would be uploaded to https://www.dropbox.com/home/Apps/codeREADr/employee_photos/
- Important: Do not use open spaces in the pathway. Instead use underscores such as in: ‘/employee_photos/’. Also, only use alphanumeric characters and symbols like _ or – for this feature. Special characters or symbols as some may need special handling.
C. Auto-Generate file name
DO NOT change the default unless for use as indicated in the section “I. Include Barcode Value” below.
For advanced users. You can add a prefix like ‘client_name_’ or ‘event_name-’ or the ‘service_name_’ here if valuable for viewing/sorting. You can not use spaces. Therefore, you should use an underscore instead. Also, only use alphanumeric characters and symbols like _ or – for this feature.
E. Image width or height cannot exceed
Specify a maximum number of pixels if you want to restrict the file size for each photo. If you don’t specify an image width or height, the photo will be whatever size the device’s camera takes or the size of the source image selected. Those files can be quite large. Option: Test various sizes but note that the larger the file the longer it takes to sync, especially with a slow internet connection.
Note: If you were using the Dropbox Photo option in the past, the default settings were Image Size = 960
F. Compress image
Device dependent, this will help you control the file size. If you don’t specify the compression, there will be no compression. Those file sizes can be quite large. Option: Test various compression sizes but note that the larger the file the longer it takes to sync, especially with a slow internet connection.
Note: If you were using the Dropbox Photo option in the past, the default settings were Compression = 65
G. Collect link
When checked (the default), a shared link is created and included in the scan record for that photo. This is necessary if you want your scan records to have a clickable link for reviewing the photos associated with each scan. However, your photos would be viewable by anyone with those links. When unchecked, the images are private and the shared link is removed from the scan record.
Note: With Collect link enabled for FTP uploads, the links are viewable but signing in would be required because your site would be password protected.
H. Connect to Services
You can choose to have this AVAILABLE for all services or just specific ones. If you do make it available, then when creating or editing your service(s) you will see this question as an option to add to the service.
I. Include Barcode Value
Note: This is only available with the Android app released on or after May 8th, 2019 and the iOS app released on or after the week of May 13th, 2019.
To include the photo’s associated barcode value you have two options:
1 – Enter “__SCAN_VALUE__” in the Prefix or Suffix form field (without the quotation marks).
2 – Check the option NOT to auto-generate the filename and in the resulting form field enter __SCAN_VALUE__. It’s important to note that if you do it this way, stored photos will be overwritten each subsequent time the same barcode value is scanned.
There are three rules:
a) A character in the barcode value that is not a digit, letter, space, dash (-) or dot (.) will be replaced with an underscore (_).
b) A barcode value that is longer than 200 characters will be truncated to just the first 200 characters.
c) This option will not work for New Photo Collect questions that are configured to be asked once and submitted with every scan in a ‘Session‘.