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View a recently accessed record

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View a recently accessed record

You can quickly access recently viewed records from the smartphone interface home page.

About this task

The Recent Documents section of the smartphone interface home page provides an at-a-glance summary of recently accessed records.

Procedure

  1. Navigate to the home page.
  2. In the Recent Documents section, tap a record.
    The mobile view of the form appears. If the record contains attachments, they appear at the bottom of the form.
  3. Tap an attachment name to open the attachment.
    If you are using the mobile app, the attachment opens in Safari.
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