Getting Started Start your journey with Filio quickly Articles How to register using Filio website? How to register using Filio Data Collector App? Does it make a difference to register using the website or the app? Why is it essential to enter the company email address? How to change the password after registration? How to contact us? Why does Filio need a cellphone number? Where to find the Filio website and where to log in or sign up? Where can the Filio Data Collector app be found in Google Play Store and App Store? What does the Filio platform do, and what is its purpose? I have forgotten my password; what can I do? How does Filio subscription work? How to register using Filio website? Step 1: Open a browser (Chrome) Step 2: Search www.filio.io Step 3: On the top right, press Login Step 4: On the newly opened page, go to Register part Step 5: Enter all the needed information and press Register How to register using Filio Data Collector App? Step 1: Download the AppFor iPhone Users: Download the Filio Data Collector app from https://apple.filio.ioFor Android Users: Download the Filio Data Collector app from https://android.filio.ioEnsure you are installing the app on a supported device like a smartphone or tablet.Step 2: Register Your AccountOpen the Filio app upon installation.Enter Your Mobile Number: Provide your mobile phone number (not a landline) to receive verification codes and important updates.Step 3: Verify Your AccountYou will receive a 6-digit verification code via SMS to the mobile number you provided.Enter this code into the app to verify your phone number. Step 4: Grant Necessary PermissionsAllow the Filio app access to crucial device functions for data collection:Camera: To capture photos and videos.Microphone: To record voice notes.Location Services: To tag data with geographic coordinates.Note: The app requires these permissions to function correctly; please ensure all are granted during the setup process.Step 5: Finalize Setup and Start Using FilioUse Your Company Email: If registering as part of an organization, use your company email address for registration to ensure proper synchronization with corporate data and workflows.Tap ‘Next’ once all permissions are granted and your account is verified.Begin using the Filio app to collect and manage field data efficiently. Does it make a difference to register using the website or the app? Step 1 Step 1 Note that Filio has two parts.Mobile App: data collector app to take photos and videos on job sitesFilio Web: web users who track and manage the projects’ progress through real-time received media by data collectorsAnd Yes; as soon as a user registers on either a Filio Data Collector App (android.filio.io or https://apple.filio.io/) or Filio website (https://app.filio.io/), a user will have access to both their Filio web account and data collector app. So a one-time registration on either web or app would work for both.Based on the screenshots below, once you enter your email and password in the data collector while signing up, then you can use the same username and password when you would like to log in on the website (https://apple.filio.io/). The other way around would work the same way. Once you register on the website (https://app.filio.io/), then the data collector app would recognize your registration based on your cell phone number, and it will automatically log you in. Why is it essential to enter the company email address? Step 1 Step 1 It would simplify the process of managing Filio web users, such as adding or removing users. You are still able to use Filio using a generic email such as Gmail. However, we do not recommend it for the future scalability of your company using the platform. How to change the password after registration? Step 1: Open a browser, search www.filio.ioStep 2: On the top right, press LoginStep 3: On the newly opened page, go to Forgot partStep 4: Enter your new password and re-type the new password, then tap ResetStep 5: An email will be sent to the address you provided Step 6: Click the link in the email to activate your changes How to contact us? Step 1: The first step is Filio Academy. You’ll find answers to the most common questions here, and a quick search may help you find your question if it’s not listed.Step 2: Search www.filio.ioStep 3: At the bottom of the webpage, you can email us about the issue you have faced in the ” Ask me anything ” boxStep 4: Or you can just send an email to :[email protected] Why does Filio need a cellphone number? Step 1 Step 1 Filio users need to provide their cellphone numbers because the Filio Data Collector App (Mobile App) uses the cellphone number to verify the data collector app. Also, office people use data collectors’ cell phone numbers to add them to the projects to collect photos and videos. Where to find the Filio website and where to log in or sign up? Step 1: Open a browserStep 2: Search www.filio.ioStep 3: On the top right, press LoginStep 4: On the newly opened page, you can either Login or Register Where can the Filio Data Collector app be found in Google Play Store and App Store? Step 1 Step 1 Users can download and install it from App Store (apple.filio.io) or Google Play Store (https://android.filio.io/). What does the Filio platform do, and what is its purpose? Step 1 Step 1 In simple words, it would make your life much easier that you tell yourself why I have not used Filio for my previous projects. But don’t you worry; even if you have media from your previous projects, Filio platform will make it a breeze for you to import them into the platform.Filio is created to 100% automate the process of taking pictures and videos on the job site and manage, document and track them in your office in real time. Site users will use the first component of the Filio platform, called the Filio Data Collector app and users can download and install it from App Store (apple.filio.io) or Google Play Store (https://android.filio.io/). Please refer to this LINK on how to do it. The second component of Filio platform is the web part, where users can see and track the media taken from job sites in real-time. Not just tracking the project progress, web users (office people) can create reports, share projects, and perform many more tasks. I have forgotten my password; what can I do? Step 1: Open a browser, search www.filio.ioStep 2: On the top right, press LoginStep 3: On the newly opened page, go to Forgot partStep 4: Enter your new password and re-type the new password, then tap ResetStep 5: An email will be sent to the address you provided Step 6: Click the link in the email to activate your changes How does Filio subscription work? Step 1 Step 1 You can access Filio’s subscription at https://www.filio.io/plan. Filio charges based on the Data Collector app; these are the users who go to the job sites and take pictures and videos. A company can have unlimited web accounts free of charge with unlimited storage. We strongly recommend users have a parent web account to avoid confusion about creating projects in different Filio web accounts. Having said that, if users create projects using their own web account, not under the parent company web account, they can easily share those with the parent web account. But this requires a second step of sharing a project with another account.
Filio Website Console Manage and document your visuals Articles Filio projects Integration User information Plans and Access Existing Project Filio Report Filio projects How to create a project on the website? Creating a project on Filio’s website is a straightforward process. Follow these steps to get started:Login to Your Filio AccountBegin by logging into your Filio account on the website. Navigate to the Project Creation SectionOnce logged in, go to the main dashboard and locate the section for project creation. This is typically marked with an option like “New Project” with a plus (+) icon.Enter Project DetailsFill in the required details for your new project and click on “Create”. This will include the following fields:1. Project Info2. Filio Data Collectors3. GPS Coordinates4. Create your projectView Your Created ProjectYou will see your project created on the dashboard, ready for you to manage and collaborate on.By following these steps, you ensure a structured and efficient project setup on Filio, leveraging its powerful features for optimal project management.Good luck! Can I change the project information once it is created? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project you want to change the information. Step 2 Click on the “Settings” icon located on the top right-hand side of the page.This will take you to the project settings page where you can edit all the project information. Step 3 In the “General” section, you can change the project name, code, manager, location, and other relevant information.In the “Organize” section, you can change the tags, image naming rules, project notifications, and quick access links.In the “Access” section, you can change the access levels for Filio web users, public users, and Filio data collectors.Once you’ve made the desired changes, click on the “Save All” button to save the changes.It’s important to note that any changes you make to the project information will be reflected in all the associated project files, including images, reports, and other documentation. How to add a plan, layout, or blueprint while creating a project? Step 1 Step 2 Step 3 Step 4 Step 1 Log into your web account and click on the button named “NEW PROJECT” Step 2 Enter all the project information. Project Name is a required field. All the information here can be changed later on.At the bottom of the window upload your Layout and click Save.You can also add plan, layout, or blueprint after creating a project. Step 3 How to add plan, layout, or blueprint after creating a project?Open your projecton the top right, click on Layouts Step 4 Click on + New Layout, upload your file and then click on Save What information is required while creating a project? Step 1 Step 1 Project’s name, Filio Data Collector Cellphone number, and GPS coordinates are essential to be entered for creating a New Project.Other required information is: Project Code, Client, Project Location, Project Description, Project Manager, Start Date, and Project Layout.These information can be added later. How to add data collectors when creating a project and customize data collectors’ access? Step 1 Step 2 Step 1 Log into your web account and click on the button named “NEW PROJECT” Step 2 Enter all the project information.In Filio Datat Collectors part, add the Filio Data Collectors to the project using their cellphone number. Once you enter the cellphone number, ensure to enter the “+” button to add them. You can add Data Collectors in bulk using the “Upload comma separated” button. If you have Data Collectors already added to the existing projects, you can simply use the “IMPORT USER PHONES” feature. Once you add Data Collectors, ensure to manage their access to what features they can use when they “Open in Web” feature in their Data Collector app. Data collectors can be added to or removed from the project later on. How to add Data Collectors in bulk while creating a project? Step 1 Step 2 Step 1 Log into your web account and click on the button named “NEW PROJECT” Step 2 You can add Data Collectors in bulk using the “Upload comma separated” button. If you have Data Collectors already added to the existing projects, you can simply use the “IMPORT USER PHONES” feature. How to sort projects and find desired projects from either table or the map? Step 1 Step 2 Step 3 Step 4 Step 1 Yes, you can sort projects and find desired projects from either table or the map in Filio. Here are the steps to do it:To sort all the projects, go to the Projects page and click on the “Name” or “Last Updated” header to sort the projects by name or date respectively. Step 2 To sort the photos of a project, open the project and click on “Sort by”. You can sort the images by Image Date, Name, Taken by, Labels, and more. You can also reset the default setting later on Step 3 To sort the images using the map on the right side of the window, click on “Select”, then drag your mouse across the area you would like to see the taken images. To view all the images, re-click on “Select”. Step 4 If you wish to sort the images by date, you can use the timeline bar. Move the cursors to the start and end of the date range you wish to see the images, or enter the dates manually.These steps will help you quickly sort through your projects and find the specific project or image you are looking for. How to send a text or SMS to Data Collectors to download and install Filio Data Collector App? Step 1 Step 1 To send a text or SMS to Data Collectors to download and install Filio Data Collector App for an existing project, follow these steps:Step 1: Log into your web account and open the project you want to add Data Collectors to.Step 2: Click on the “Access” tab and then select “Filio Data Collectors”.Step 3: Click on the “+ Add Data Collector” button and enter the Data Collector’s cellphone number in the provided field.Step 4: Click on the “Send SMS” button to send a text or SMS message to the Data Collector with a download link to the Filio Data Collector App.Step 5: Once the Data Collector receives the text message, they can click on the download link to install the app on their mobile device.Note: Make sure that you have the correct cellphone number of the Data Collector and that they have given you permission to send them SMS messages. What is the Filio Sample Project on the website? Step 1 Step 1 Anytime any user who signs up in Filio, either using the Data Collector App or Filio Website, we create a sample project for users to test the platform and take pictures and create the project. Filio’s sample project also contains a layout that shows Filio’s awesome capabilities to handle both media taken using a Google Map or a Layout (floor plan, job site plan, blueprints, etc) How to share a subset of media from your project using the static “Get link” feature? Step-by-Step Guidelines for Using Static “Get Link” on FilioSelect Images or VideosNavigate to your project.Select the specific images or videos you want to share.Access Get Link OptionClick on the three dots located on the top right.In the dropdown menu, click on “Get link” to generate a shareable link.Define Access and OptionsAfter clicking on “Get link”, you have two options:Anyone with Filio access to this project:The link will only work for users who have access to this project as either Filio web users or Data Collectors.2. Anyone with the link:2.1. Everyone can access this link. Be cautious because this action exposes the visuals to the public, and they can download them.2.2. Set the “Expiration date” from one week to unlimited, based on your preference.2.3. Copy the link and paste it into an email or any other platform where you desire to share it.You’re All Set!Now you know how to share specific media from your project using the static “Get link” feature on Filio. Happy sharing! How to delete a project? Follow these steps to permanently delete a project from your Filio account:Caution: Only users with Super Admin privileges or full access can delete a project. Ensure you have the necessary permissions before proceeding.Open Your ProjectStart by opening the project you wish to delete.Once inside the project, navigate to the “Settings” section. Scroll to the BottomIn the “General” tab, scroll down to the bottom of the page to find the “Delete” button. Confirm DeletionClicking “Delete” will prompt a confirmation message. Deleting a project will remove all its images and data permanently. This action cannot be undone.Type Project NameTo proceed with deletion, type the name of the project in the provided field and hit “OK.” Integration How do you integrate Filio with Procore? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on “INTEGRATION” Step 2 Click on platform tab to add Procore to integration.Before integrating your Procore with Filio, please make sure to install Filio from Procore Market Place into your account from this link: https://marketplace.procore.com/apps/filioInstruction video: https://youtu.be/b68l1EpcsVA Step 3 Once you Filio has installed from Procore Market Place into your account, click on ” SYNC PROJECTS AND THEIR VISUALS” button . What will happen when I integrate Filio with Procore? Step 1 Step 1 Once Filio is integrated with Procore, any images captured in Procore’s imported projects will automatically be saved in the Procore gallery folder and all existing images in Procore’s projects will also be imported into Filio, making the integration seamless and efficient. The good news is that Filio reads all the metadata automatically and assigns the photos to the right place if the pictures are powered by the correct metadata. How to find projects imported from Procore? Step 1 Step 1 There is a dropdown on top right of the projects that you can use to filter the projects to Procore projects. User information Why is zip code very essential in the Filio platform? Step 1 Step 1 Filio associate the subscription to zipcode of a company. You might ask why do we do this? Large companies have different offices and each may want to have their own subscriptions for Filio independently. Using this approach offices in the same company can use and operate Filio independently. Having said that a company can sign up for a general subscription. The general subscription will consider a company as a whole and it does not matter if the users sign up from different offices in different locations. Please contact Filio team and we will handle the subscription type for your company. How do you edit the User’s information? Step 1 Step 2 Step 1 Log into your web account and click ” USER ” button to edit the information. Step 2 Click on “pen sign” on the top right, to edit all the information.You can also change information of ” Default Project”, ” Company Logo”, and “Account and Security”. How to update the company logo at the user level? Step 1 Step 2 Step 1 Log into your web account and click ” USER ” button to edit the information. Step 2 In the User part click on “Company Logo”, then upload your company’s logo by clicking on ” Click to upload company logo” button.Supported image formats include JPEG, JPG, and PNG. How to activate two-factor authentication? Step 1 Step 2 Step 3 Step 1 Log into your web account and click ” USER ” button to edit the information. Step 2 Click on ” Account and Security” button to activate two-factor authentication. Step 3 Click on ” ACTIVATE MULTI-FACTOR AUTHENTICATION ” . Text me the Google Authenticator App or Download Google Auth Mobile App using your Android or iOS deviceOnce installed, open the Google Auth App and click on { + } button and click one of the options:QR code approach:Use your phone camera to scan the generated QR code hereManual approach:account: [email protected]key: TTZEU37EBXMAACKROnce added and proceed, click “Activate MFA” on this pageDANGER: Uninstalling Google Auth app will permanently block your account. If this happened please contact us at [email protected] How to transfer your account from one email to another one? Step 1 Step 2 Step 1 To transfer your account from one email to another Log into your web account and click on the USER buttonClick on “Account and Security” from the drop-down menu.Click on the “Transfer Account” button. Step 2 Enter the email address of the recipient account and click “Transfer account”.Review the pop-up message that appears and click “Confirm” to proceed.Wait for the transfer process to complete. This may take several minutes depending on the number of assets in your account.Once the transfer is complete, your current account will be deactivated and all your projects will be transferred to the new account.The recipient will receive an email notification that their account has been transferred. What is the default project feature? Step 1 Step 2 Step 1 By setting-up the ” Default project settings ” you will have fixed predetermined information for once you create a ” New Project “. All the information can be changed later on.To activate and set-up the ” Default Project Settings” Log into your web account and click on the USER button Step 2 Turn on ” Activate Default Project “, to activate the default project feature.Also tick ” Allow Data Collectors to create project using Default settings.to Set-up the settings click on the ” DEFAULT PROJECT SETTINGS ” button . How to activate or deactivate the default project feature? Step 1 Step 2 Step 1 Log into your web account and click ” USER ” button to edit the information. Step 2 Click on Default Project, to activate the default project feature turn the button on, turn off to deactivate. What is "Allow Data Collectors to create project using Default settings" in the Default project feature? Step 1 Step 1 If a web user activates this feature, all the projects created by data collectors who have permission to create projects on behalf of the account holder will follow the setting in the default project. Consider this as if a Data Collector works as a proxy user for the main account holder and they can create projects on their behalf. Note that a web user needs to allow a data collector to create on their behalf in their account (please refer to this LINK). Once this permission is provided then when a data collector creates a project using their Filio Data Collector app (please refer to this Link), they need to select the email of the host account holder where they want to create the project. When a project is created, it will use all the settings provided in the default project. How do you automatically share a project with all company Filio users or specific ones using the default project? Step 1 Step 2 Step 1 Log into your web account and click on USER, open “Default Project” section. To change the accesses click on the button named DEFAULT PROJECT SETTINGS.Make sure you turn on the “Activate Default Project” button. Step 2 Open ACCESS part, click on Filio Web Users. Check the box “Automatically share with all NA’s Filio web accounts based on the defined groups”. Then click on the button named ” EDIT ACCESS” to give different access to the users.You can also manually set specific users by typing their email in the ” Add Filio user email ” box, then clicking on the ADD button .Another way to add users is to Import their emails by clicking on IMPORT USER EMAILS button. Check the users you wish add and share projects with them.If you have the emails on an Excel sheet, you can import them by clicking on ” Upload comma separated emails. 2. 3.4. How do you automatically add all company's data collectors or specific ones using the default project? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on USER, open “Default Project” section. To change the accesses click on the button named DEFAULT PROJECT SETTINGS.Make sure you turn on the “Activate Default Project” button. Step 2 Open the USER ACCESS part, and click “Import users from your company”.Select the users and click Next. In the User Access panel, check and give access to the user you want to add.You can give them specific access such as:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Review Subscriber StatusAfter adding users, check their status:Yes under Subscriber: The user has Data Collector access.No under Subscriber: The user only has web access. Step 3 Auto-share with all current and future company users.Access control:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.All the existing users from your company and the users from the future successfully will be added on board to any project you create.Review Subscriber StatusAfter adding users, check their status:Yes under Subscriber: The user has Data Collector access.No under Subscriber: The user only has web access.By following these steps, you can effectively centralize and manage user access within your projects, ensuring that everyone has the correct level of access needed for their role. Plans and Access How to add users and centralize user management by giving appropriate access to team members and external collaborators? Managing User AccessCentralize user management Step 1: Open the ProjectNavigate to User Access SettingsGo to the project’s Settings.Step 2: Navigate to User Access SettingsFind and click on User Access to manage the users for this specific project.Step 3: Add Users by EmailIn the User Access panel, type in the email address of the person you want to add.You can give them specific access such as:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.The user will receive an email invitation to access the project with a unique link to view the project. Step 4: Review Subscriber StatusAfter adding users, check their status:Yes under Subscriber: The user has Data Collector access.No under Subscriber: The user only has web access.Step 5: Upload or Import UsersUpload Comma Separated Users Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Import users from your companyYou can also add users by importing contacts from your company’s existing database within Filio. By following these steps, you can effectively centralize and manage user access within your projects, ensuring that everyone has the correct level of access needed for their role.For more information, you can always [email protected]. How to Add a Public User to a Filio Project? This guide will help project managers add users who have not registered or downloaded the app. Follow these steps to ensure they can access your project.Open Your Project and Go to SettingsStart by opening the project where you want to add a public user. Navigate to the Settings section.Click on ‘User and Access’Under settings, click on User and Access and then select Add User to proceed.Invite Unregistered Users via EmailYou can enter their email address if the user has not registered for Filio yet. Filio will automatically send an email inviting them to register.Note:The following message will pop up:“The email you entered is not linked to a registered Filio account. We will send an email with a link to access this project. If the recipient later registers, this project will automatically appear in their Filio account.”Grant Data Collector Access (Optional)If you want to give the user access to collect data (such as taking photos and videos), click the Data Collector Access option.Note:The following message will pop up:“The user has not installed the Filio Data Collector app and does not have a registered Filio account. We will send an email with a link to access this project. If the recipient later registers and installs the Data Collector app, this project will automatically appear in their account.” Send an Installation Link via SMS (Optional)You can also enter the user’s phone number to send them an installation link via SMS. This will help them easily download and install the Filio app for Android or iOS.Important Notes:If the user registers and downloads the app after receiving the email or SMS, the project will automatically appear in their Filio account. Giving data collectors access ensures they can take pictures and videos once they have the app installed.This process ensures that even unregistered users can be smoothly added to your Filio projects and participate in real-time project management. How to upload and render 360-degree pictures in your web account? By following these steps, you can ensure your images render correctly and display as 360-degree images.Step 1 – Open Your ProjectBegin by opening your project and clicking on “Upload.”Step 2 – Select Your 360-degree ImagesChoose your 360-degree images from Dropbox, OneDrive, Google Drive, or your computer. Click “Open” when you have selected the images.Step 3 – Upload 360-degree ImagesEnsure the date and time are correctly applied to the media and then click “Upload.”Important Note:If you upload 360-degree pictures directly, they won’t initially display as 360 images. Follow these steps to correct this.Step 4 – Edit MediaSelect the images you uploaded and click on “Edit Media.”Step 5 – Add Geo-InformationIn the Edit Media section, select “Geo-information.”Step 6 – Enable 360 (Panorama)Ensure you click on the “360 (Panorama)” option and then click “Save.”Additional TipYou can easily search for 360-degree images by typing “360” in the search bar, and all your 360-degree images will be displayed below.Thank YouFor more information, feel free to contact us at [email protected] or chat with us on filio.io. Where can I find the number of purchased subscriptions? Step 1 Step 2 Step 1 To find the number of purchased subscriptions you need to :Log into your web account and click “PLANS & ACCESSES”Click on ” Data Collectors ” to see how many subscriptions have been purchased. Step 2 On the top the numbers of purchased subscriptions has been shown. It also shows how many of the purchased has been used and how many has remained. How to free up a subscription? Step 1 Step 2 Step 1 To free up a subscription, you need to remove a data collector’s email from your account.Log into your web account and click “PLANS & ACCESSES”Click on ” Data Collectors ” to see the subscription and manage all your Data Collectors. Step 2 There’s a trash bin next to each Data collector. To remove any of your Data Collectors you need to click on Trash button.Any removed subscription would be replaceable with a new email. Where can I find the company's data collectors and Filio web users? Step 1 Step 1 To see all the company’s data collectors and Filio web users, log into your web account and click “PLANS & ACCESSES”. What is the difference between a Filio Web user and a Data Collector? Step 1 Step 1 Filio has two components: The web account is designed for the project managers to create projects and add data collectors. Using the Filio web, a PM can create reports, share projects, search and filter images efficiently, import images, add blueprints, and perform many other tasks.The data collector app for both iPhone and Android. As the name implies, these are the users who collect visuals for a project. Multiple people can take pictures for a project simultaneously which is as simple as using their camera rolls, and Filio Data Collector does the rest of the job of sending pictures and detailed metadata (caption, annotation, lat and long, ..) to the web account. What is the "Create project Access"? Step 1 Step 2 Step 1 “Create Project Access” is a feature in Filio that allows you to grant or restrict user access to create new projects. By default, any user with a Filio account can create a new project. However, if you want to restrict this capability to only certain users or user roles, you can use the “Create Project Access” feature.Log into your web account and click “PLANS & ACCESSES”Select “Data Collectors” from the list of options. Step 2 Find the Data Collector you want to give access to create projects and click on their name to open their profile.Scroll down to the “Permissions” section and look for the option labeled “Create project access”.Toggle the button to turn it on and enable the Data Collector to create projects.Once you’ve enabled the access, click “Save” to save the changes. What is the role of "Company Subscription Manager"? Step 1 Step 1 Company’s subscription manager can remove one or multiple data collectors from all the projects to free up subscriptions if the company has a change of staff or new hiring who need to use the Filio Data Collector app to take pictures. What is the role of a "Super Admin"? Step 1 Step 1 A super admin can see all the statistics about users (both data collector and web users), such as when was the last time they were active, how many pictures they have taken, how many projects are shared with those users, or how many projects those users have shared with other people. Besides having all the capabilities of a “Company subscription manager,” a super admin will oversee all the projects created in the company, no matter if those projects are not shared with the super admin. A super admin can remove a user as both Data Collector and Filio Web User. How to completely remove an account? Existing Project How can you rotate multiple pictures by different degrees? Select All The PicturesNavigate to your media library and click on the pictures you wish to rotate. After selecting the pictures, look for the “Edit” button in the toolbar at the top of the page.Click on “Media Edit”In the editing options, select “Media Edit” to access the rotation tools.Choose Rotation DegreeYou will see options to rotate the pictures by 90, 180, or 270 degrees. Select the degree of rotation you want for your pictures.Once you have chosen the rotation degree, click on “Save” to apply the changes.Save ChangesDepending on the number of pictures you selected, the page will refresh and show all the pictures rotated.Good luck, and happy organizing with Filio!For further assistance, contact our support team via chat on our Filio website. How to Add a Plan Sheet and Attach Media in a Project? Step-by-Step Guide for Mapping Media onto Plan SheetsAccess Plan SheetsStart by tapping on ‘Plan Sheets’ from the main menu.Select ‘New Plan Sheet’ to begin.Upload your plan by choosing the appropriate file, then save it.After refreshing the page, your new plan sheets will be ready for use. Attach Media to Plan SheetsSelect the images or videos you want to attach to the plan sheet and click ‘Edit Media’.Go to ‘Geo-information’.Choose the relevant plan sheet where you want to place the media.Position the media accurately on the plan and click ‘Okay’. View Media on Plan SheetsNow, take a look at the map. You’ll notice directional arrows showing the precise locations of your media.Manage multiple plan sheets easily and ensure accurate placement for each media piece. Use the Data Collector AppWhen on-site, use the Data Collector app to drop pins directly onto your plan sheet. Capture photos or videos exactly where they are needed, aligning perfectly with your project’s geo-requirements. Access Media AnytimeYou can access your plan sheets and the associated media anytime on the web by opening your project.View all documents and media accurately placed on the plan sheets, giving you a clear view of your site’s development.For more information, you can watch the step by step guide on our YouTube channel: Filio.io How can you seamlessly relocate images between different layouts? Step 1:1. Select the pictures you want to move to a different layout.2. With the pictures selected, click on the ‘Edit’ option.Step 2:In the edit mode, go to the ‘Geo-information’ section.Step 3:1. Within ‘Geo-information,’ look for the ‘Select Plan Sheet’ option.Click on ‘Select Plan Sheet’ and choose the new layout you wish to move your pictures to.2. Confirm your selection by clicking ‘Save’ to apply the changes.Step 4:Once the layout is changed, Move and align the pictures correctly within the new layout.After adjusting the placement, refresh the page to see the changes take effect.The pictures have been successfully moved to the new layout and are no longer present in the old one. How to change the current project information? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project you wish to change the information. Step 2 On the top right, click on Setting sign. Step 3 You are able to change all the information through this window.-In General section you are able to change : Project name, Code, Manager, Location, and etc… . -In Organize section you are able to change : Tags, Image naming rules, Project notification, and Quick access links.-In Access section you are able to change : Filio web users, Public users, and Filio data collectors How do you pre-define tags for a project, and what will happen? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project you wish to define tags for. Step 2 On the top right, click on Setting sign. Step 3 To use tags for your photos in Filio, start by going to the Organize section on the Filio Academy website. When you create a new project in Filio, you’ll find that it already includes multiple pre-defined tags that you can customize to suit your needs. You can easily add or remove tags as you organize your project’s photos. Plus, with Filio, you can upload your CSV files directly to the cloud for secure and easy access from anywhere. How do you change the "Image Naming Rule" for a project? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project you wish to change the information. Step 2 On the top right, click on Setting sign. Step 3 To change how your images are named in Filio, go to the Organize section and click on Image Naming Rule. From there, you can customize the naming format for your images. You can choose to manually enter the name or use a formula, which allows you to include certain details like the date or project name in the file name.When setting up your preferred image naming rule, you have the option to use a formula that automatically generates image names based on pre-defined options. To use the formula, simply type in the desired text followed by an underscore () and the ‘@’ symbol. Once you type ‘@’, a dropdown menu will appear where you can select from a list of available options to complete the formula. For example, if you want your image names to include the date the photo was taken, you can use the formula ‘ProjectName_@Date’. This will automatically generate image names with the project name followed by the date. If you prefer to manually name your images, you can simply type in your preferred image name in the box provided. How could you get notified when a project has new photos or videos? Step 1 Step 2 Step 3 Step 1 Log into your Filio web account and go to the project for which you want to receive notifications. Step 2 Click on the “Settings” icon located in the top right corner of the screen. Step 3 In the “Organize” tab, scroll down to the “Project Notifications” section.Turn on the toggle switch next to “New Photo/Video Notification”.Choose your preferred notification method from the drop-down menu, either email or push notification.Save the changes by clicking on “Save All”.Once this setting is enabled, you will receive a notification every time a new photo or video is added to the project. How to share or unshare a project with any Filio web users with customized access? Step 1 Step 2 Step 3 Step 4 Step 1 Log into your web account and click on the project you wish to share or unshare with any Filio web users. Step 2 On the top right, click on Setting sign. Step 3 To share or unshare a project with any Filio web users with customized access, you can follow these steps:Click on the “ACCESS” button located at the top of the page.Under the “Filio Web Users” section, you can see a list of users who currently have access to the project.To add a new user, click on the “+ Add Filio User ( web )” button and enter their email address. Or you can upload comma separated Filio web users sheet including user’s emails by clicking on “upload” or import the file from your computer by clicking on “Import” button.Select the level of access you want to grant to the user – you can choose from “View Only,” “Comment Only,” or “Full Access.”Click on the “Add” button to save the changes.The new user will receive an email invitation to access the project with a unique link to create their account or log in if they already have a Filio account.To unshare a project with a Filio web user:Log in to your Filio account and navigate to the project you want to unshare.Click on the “ACCESS” button located at the top of the page.Under the “Filio Web Users” section, find the user you want to remove and click on the “Bin” button next to their name.A confirmation message will appear asking if you want to remove the user’s access. Click “Yes” to confirm the action.The user will no longer have access to the project. Step 4 To edit Filio web users access follow follow these steps : Under the “Filio Web Users” section, find the user whose access level you want to customize and click on the pen icon next to their email address.A pop-up window will appear with the available access levels: “Full Access,” “Comment Only,” and “View Only.”Choose the appropriate access level for the user and click “Save.”The user’s access level will be updated, and they will now have the appropriate level of access to your project. How to share or unshare a project with clients who do not have a Filio web account with customized access? Log into your web account and click on the project you wish to share or unshare with any Filio web users.Step 1: Open the ProjectNavigate to User Access SettingsGo to the project’s Settings.Step 2: Navigate to User Access SettingsFind and click on User Access to manage the users for this specific project.Step 3: Add Users by EmailIn the User Access panel, type in the email address of the person you want to add.You can give them specific access such as:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.The user will receive an email invitation to access the project with a unique link to view the project.Step 4: Review Subscriber StatusAfter adding users, check their status:Yes under Subscriber: The user has Data Collector access.No under Subscriber: The user only has web access.Step 5: Upload or Import UsersUpload Comma Separated Users Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Import users from your companyYou can also add users by importing contacts from your company’s existing database within Filio. To edit Filio public user’s access follow these steps : Under the “Filio Web Users” section, find the user whose access level you want to customize and click on the pen icon next to their email address.Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users. The user will receive an email invitation to access the project with a unique link to view the project.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Choose the appropriate access level for the user and click “Edit”.The user’s access level will be updated, and they will now have the proper level of access to your project. By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.For more information, you can always [email protected]. How to add or remove Filio Data Collectors for a project with customized access? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project you wish to remove Filio Data Collectors from. Step 2 On the top right, click on Setting sign. Step 3 To add or remove Filio Data Collectors for a project with customized access, follow these steps:Navigate to User Access SettingsGo to the project’s Settings.Click on the “User Access” button located at the top of the page.Option 1: Add Users by EmailIn the User Access panel, type in the email address of the person you want to add.You can give them specific access such as:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Option 2:Upload or Import UsersUpload Comma Separated UsersReview Subscriber StatusAfter adding users, check their status:Yes under Subscriber: The user has Data Collector access.No under Subscriber: The user only has web access.Like the other one before:Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.Full Access: Grants all permissions except for those you choose to restrict.Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.Option 3:Import users from your companyYou can also add users by importing contacts from your company’s existing database within Filio.The data collector will receive an email invitation to access the project with a unique link to download the Filio Data Collector app. To remove a Filio Data Collector from a project:Under the “Search Users” section, find the data collector you want to remove and click on the bin icon next to their email address.A confirmation message will appear asking if you want to remove the data collector’s access. Click “Yes, Delete” to confirm the action.The data collector will no longer have access to the project.By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.For more information, you can always [email protected]. How can you search media using the timeline graph? Step 1 Step 2 Step 1 Log into your web account and click on the project. Step 2 Move the cursors to the start and end of the date range that you want to search for media in. You can do this by clicking and dragging the cursors on the timeline graph.You can also enter specific dates in the text boxes next to the cursors if you know the exact date range you want to search for.Once you have set the date range, the media displayed on the page will automatically update to show only the media that was uploaded within the selected date range. How can you search media using Google Maps? Step 1 Step 2 Step 1 Log into your web account and click on the project. Step 2 On the top right, you can use the Google Map to search medias.Click on SELECT, use the polygon selection area to filter markers ( photos/videos ) based on your desired geo-fencing. On the left side, you will only see the selected medias.To see all the medias , click on SELECT on the top right one more time. How can you search media using keywords with customized "and", "or" or other filters? Step 1 Step 2 Step 1 Log into your web account and click on the project. Step 2 Type a keyword into the search field, for example, “LADDER,” to help you find a specific photo.Combine keywords with operators like “AND” and “OR” during your search.To perform an OR search, click on the word “OR” to see results that include one or more items in a list. This typically broadens your search results. For example, “ladder OR light.”To perform an AND search, click on the word “AND” to see results that include all items in a list. This typically limits your search results. For example, “ladder AND light.”Filio combines metadata about your photo, such as date and geolocation, with powerful artificial intelligence that infers things about the content of the photo to give you multiple ways to find the exact photo you’re looking for. How to sort images? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project. Step 2 Click on “SORT BY” button. Step 3 Choose ASCENDING or DESCENDING, then click on Sort Fields to choose a sorting option like, Image name, Date, Taken by, Tag, Labels, Elevation, or GPS precision. What will happen when you add a new layout, plan, or blueprint? Step 1 Step 1 When you add a new layout, plan, or blueprint, it will be available to use in your projects immediately. You can add pins, photos, videos, and other media to the layout or blueprint to make it more informative and useful for your project.The new layout or blueprint will be saved to your account and can be accessed by anyone with the appropriate access permissions. This means that if you are working with a team, they will also be able to use the new layout or blueprint in their projects.In addition, you can edit the new layout or blueprint at any time to make changes or updates. These changes will be reflected in any projects that use the layout or blueprint.Overall, adding a new layout, plan, or blueprint in Filio allows you to create more detailed and informative projects. It can also help streamline your workflow by providing a standardized template that can be used across multiple projects How to add a new layout, plan, or blueprint to Google Maps and modify them? Step 1 Step 2 Step 1 Log into your web account and click on the button named “NEW PROJECT” Step 2 Click on the “Map” tab located on the left-hand side of the screen.Click on the “Add Layers” button at the bottom of the page.Choose the option “Image Overlay” from the dropdown menu.Enter a name for the overlay, and then click on the “Select Image” button to upload the image file of the layout, plan, or blueprint.Adjust the overlay by moving and resizing it until it aligns correctly with the Google Maps base layer.Click on the “Save” button to add the overlay to your project.To modify the overlay:Click on the “Map” tab and then click on the overlay you wish to modify.You can adjust the position and size of the overlay by clicking and dragging the edges or corners of the overlay.To delete the overlay, click on the overlay and then click on the “Delete” button that appears.Note: It is important to ensure that the overlay is correctly aligned with the Google Maps base layer, as this will ensure accurate location information for your project. How to add KML and KMZ layers to Google Maps? Steps Steps You can add Geojson, KML, and KMZ layers to Google Maps by following these steps:Open Google Maps on your web browser.Click on the three horizontal lines in the top left corner to open the menu.Select “Your places” from the menu.Click on “Maps” from the top navigation menu.Click on “Create Map” or open an existing map.Click on “Add Layer” in the left panel.Select “Import”.Choose the Geojson, KML, or KMZ file you want to add from your computer.Click on “Open” to upload the file.Once the layer is added, you can modify its settings and properties by clicking on the three dots next to the layer name.You can also change the layer order by dragging and dropping it in the left panel.Finally, you can view the KML or KMZ layer on Google Maps by clicking on the checkbox next to the layer name in the left panel. How to modify single or multiple media's (photos and videos) metadata? Step 1 Step 1 Log in to your Filio account and navigate to the project where the media you want to modify is located.Click on the media tab to view all the photos and videos in that project.Select the photo or video you want to modify by clicking on it. To modify multiple photos or videos, select them by holding down the Ctrl or Shift key and clicking on each photo or video.Once you have selected the media you want to modify, click on the “Edit” button at the top of the page.A pop-up window will appear that allows you to modify the metadata of the selected media. You can change the title, description, tags, and other information.Make the desired changes to the metadata and click on the “Save” button to apply the changes to the selected media.If you want to modify the metadata of multiple media at once, you can also use the batch edit feature:Select the photos or videos you want to modify by holding down the Ctrl or Shift key and clicking on each media.Click on the “Batch edit” button at the top of the page.A pop-up window will appear that allows you to modify the metadata of the selected media. You can change the title, description, tags, and other information.Make the desired changes to the metadata and click on the “Save” button to apply the changes to all the selected media at once.Note that modifying metadata will not change the original media file. It only changes the metadata associated with that media in Filio. How to import or upload local media (images and videos) to your project? Step 1 Step 2 Step 3 Step 4 Step 1 Log into your web account and click on the project. Step 2 to import media ( images and videos ) from PC, Drop box, One drive, or Google drive to your project, click on UPLOAD button on the top right. Step 3 To import the media from PC: Click on the box or simply drag and drop your files to the box.To import files from Dropbox, OneDrive, or Google drive click on its button.Once the file is uploaded, you can change the date and time or remove the file by moving your cursor on the image. Step 4 On the OPTIONAL IMAGE PROPERTIES part you can add the name of the person who took the photo, add tags, and write description on the fileCheck the option of image/video association on your desire. How to save as or download as media in your project to your computer? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project. Step 2 Select the images/videos by checking the box near each media, then click on the download sign on the top. Step 3 Select how you would like to save the selected media. You can save the Meta Data CSV, medias, or both(Meta Data CSV will be shown as a zip file on your PC)You can also choose to save the selected media to Your Computer, OneDrive, Google Drive, or Dropbox How to remove or delete images, and what will happen if media are removed? Step 1 Step 2 Step 3 Step 1 Select the images/videos by checking the box near each media, then click on the Trash bin symbol on top. Step 2 Enter all the project information. Project Name is a required field. All the information here can be changed later on. Step 3 An assurance notification will be shown before completely removing medias, as the action cannot be undone after clicking on OK How to move media(photos and videos) from one project to another project? Step 1 Step 2 Step 3 Step 1 Log into your web account and click on the project. Step 2 Select the images and videos by checking the box near each media. Click on the three dots at the top right, then click on “Move to”. Step 3 Choose a project to move the selected media to your desire, then click “Move”. Filio Report How to add GeoJSON, KMZ, and KML file on the report sheet? Let’s walk through the process of integrating GeoJSON, KML, and KMZ files to achieve a comprehensive view of your projects, step by step.Begin by finding your project location on the map. Pinpoint the exact area you’re working on.2. Add the shape you need. Whether it’s a specific boundary or area, customize it to match your project requirements.3. Place markers and input relevant information, perfect for your projects such as soil samples, construction phases, or renovation updates.4. Once you’ve mapped out your details, save your work in the format you prefer – KML, KMZ, or GeoJSON.5. Head over to your Filio web account and click on ‘Custom Layout’ to bring your map into your reports.6. Select ‘New Layout’, then upload your saved file. Watch as your map takes form in your report layout.7. After uploading, click ‘Save’. You’re just a step away from integrating your detailed map into your reports.8. Click ‘Apply’ to finalize the integration of your map with the report layout.9. When you generate a new report, you’ll see your map layers beautifully incorporated, offering a richer perspective of your project. How to create customizable personalized report sheet on Filio? Here’s a step-by-step guide for creating a customizable report sheet using Filio, designed to help users navigate and utilize the platform efficiently. Note: If you are a super admin, you automatically have access to report.filio.io. If you are not a super admin and require access, please feel free to reach out to us at [email protected].Step 1: Accessing the PlatformBegin by logging into your account at report.filio.io. This is where all your reporting starts.Step 2: Initiate a New Report TemplateClick on “New Personalize Report Template” to start designing your report from scratch.Step 3: Select Layout OrientationChoose between a ‘Portrait’ or ‘Landscape’ orientation for your report layout. Once selected, click “Next” to proceed.Step 4: Customize Media FieldsHere, you can select which details to include for each piece of media. Options include Description, Longitude, Date Taken, Captured By, Latitude, Bearing, Weather Conditions, Tags, or simply select “All”. Click “Next” to continue.Step 5: Define Project FieldsChoose which project details to show on your report. You can add fields like Project Name, Client Name, Preparer, Reviewer, Project Location, Project Code, Report Date, Page Number, or opt for “All”. Hit “Next” after making your selections.Step 6: Organize Visual ElementsIn the Visual section, find “Media Spot”, “Project Spot”, and “Map/PlanSheet Spot” for placing on your report. Enable “Autosave” on the top of the page to ensure your work is saved automatically as you design.Drag and drop the Media Spot onto your page, arranging it as needed. You can also choose a template report sheet from “Templates”, whether it is “Portrait” or “Landscape” as you desire.Step 7: Design Media SpotCustomize the appearance by removing any unnecessary borders to clean up the design. This can be done from the top of the page.You can also duplicate this field below if it is needed.Step 8: Duplicate and Design Map/PlanSheet SpotAfter setting up the “Media Spot”, if your project has a map or plan sheet, drop the “Map/PlanSheet Spot” beneath to start designing it similarly, and if your project does not have a map or plan sheet leave it and follow the next step.Associating Media with Maps: After selecting your media, associate it with a specific map location. You can link different media to different maps as needed.Step 9: Design Project SpotAfter setting up the “Map Spot” and “Map/PlanSheet Spot”, drop the “Project Spot” beneath to start designing it similarly.Step 10: Save and Utilize Your Custom Template and finalize your personalized report sheetGo to “Setting”:Designing with Map Spot: Decide on whether your map spots will be directional or non-directional, tailoring the view to your project’s requirements.Color Coding Markers: Customize your map with color-coded markers based on various attributes such as Tag, User, Date, Direction, or Weather, enhancing clarity and insight.Directional Example: For example, choose the directional option and color code by “Taken By”. This will assign unique colors to images based on who captured them, offering a clear user-based distinction.You will see the results and another example in the step number 12.Once your design is complete, rename the template for easy identification and click “Save”. Your custom template is now created and can be edited anytime.Step 11: Utilize Your Custom TemplateBack on filio.io, select media from your project to create a report. You’ll find your newly created template listed under “Personalized Template” in the “Report Design” section. Select it to apply your custom design to your current project reports.Step 12: Generate and View ReportsAfter completing the design steps, you can generate and view the report directly on your professional design sheets, showcasing a clean, organized, and visually appealing presentation of your project data.Visual Association: Observe how each user’s contributions are distinctly color-marked, providing an at-a-glance understanding of media distribution.Non-Directional Setting: Opting for a non-directional map spot removes directional cues but retains the color coding, allowing for flexibility in how information is presented.Multiple Media and Map Spots: Integrate several media spots with a map spot to display all relevant markers, tailoring the map to your project’s specific needs. How to create a report? Steps Steps Log into your web account and click on the project. 2. Select the images/videos by checking the box near each media, Click on “Create Report” on the top. 3.1. Choose a template from “Personalize template”, “Portrait”, or “Landscape” for your report design.3.2. Click on “Next”. 4.1. Add the first and last page or create a new template to add to the report sheet.4.2. Click on “Next”. 5.1. In this step, you have the option to choose Map or Plan Sheets and change the order of pages on your report.5.2. Click on “Create” to generate your report. 6. Your report sheets are ready. You can edit and finally send them for approval or simply click on “Save changes”. How to change a logo at a project level for your report? Step 1 Step 2 Step 3 Step 4 Step 1 Log into your web account and click on the project. Step 2 Select the images/videos by checking the box near each media, Click on “Create Report” on the top. Step 3 Click on “Report Design”. Step 4 On the Project logos part you are able to upload your company’s logo.It will be shown on your report pages How to crop and add annotations to your report? Step 1 Step 2 Step 1 To crop and add annotations to your report in Filio, you can follow these steps:Open the report you want to edit.Double Click on the image you want to crop or annotate.Once you’re done with editing double click again to deactivate Step 2 To crop the image, click on the “Crop” button and drag the edges of the cropping rectangle to adjust the size and position of the cropped image. Click “Apply” to save the changes.To add annotations, click on the “Annotation” button and select the type of annotation you want to add, such as text, arrow, or highlight. Click and drag on the image to place the annotation, and adjust the size and appearance as desired. Click “Apply” to save the changes.Repeat steps 3 and 4 for any other images you want to edit.Once you have finished editing, you can download or print the report with the edited images and annotations.Note that any changes made to the report will not affect the original files stored in the cloud. How to dynamically edit report information? Step 1 Step 1 To dynamically edit report information in Filio, you can follow these steps:1:Open the report you want to edit and navigate to the section that contains the information you want to change.Look for the pen icon located at the top left of the report page.Click on the pen icon to enable editing mode. Delete the existing name and enter the new desired name for the report.2:Click on the text or field that you want to edit to enable typing.Make your desired changes to the text or field.Once you have finished editing, click on the save button to save your changes.Note that any written information on your report is editable as long as you have access and permission to edit it. How do you change the order of photos shown on a report? Step 1 Step 2 Step 3 Step 4 Tab Title Step 1 Log into your web account and click on the project. Step 2 Select the images/videos by checking the box near each media, Click on “Create Report” on the top. Step 3 Click on ” Page Order “ Step 4 Drag the images to change the page order on your report. Tab Title You can also change the order of the pictures in creating report page.Look for the media section located at the top of the right-hand panel.Click and drag the pictures within the media section to rearrange their order.Move the pictures right or left in the list to change their position in the report.Release the mouse button to set the new order of the pictures. What is Report History in Filio? Step 1 Step 1 Report History in Filio refers to the feature that allows users to view and track the history of changes made to a report. It provides a chronological record of modifications, edits, and updates made to a specific report over time. With Report History, users can access previous versions of a report, review changes made by collaborators, and restore earlier versions if needed. This feature helps in maintaining an audit trail, tracking progress, and ensuring transparency and accountability in report creation and collaboration processes. How is the Report History feature useful for users? Step 1 Step 1 The Report History feature in Filio offers several benefits and usefulness for users, including:Version Control: Users can track and manage different versions of a report. It provides a history of changes made, allowing users to review and compare different iterations of the report.Audit Trail: Report History serves as an audit trail by recording every modification made to the report. It helps in maintaining accountability and transparency by keeping a record of who made specific changes and when.Collaboration and Review: The feature facilitates collaboration among team members working on the report. Users can view the changes made by others, leave comments, and provide feedback to improve the report.Error Correction: In case of errors or unintended changes, users can refer to the Report History to identify and rectify mistakes. It allows users to revert to previous versions and restore the report to a desired state.Progress Tracking: The feature enables users to monitor the progress of the report over time. They can see how the report has evolved, what changes have been made, and the overall development of the document.Overall, the Report History feature enhances the report creation and collaboration process by providing a comprehensive record of changes, promoting accountability, facilitating teamwork, and ensuring the accuracy and integrity of the final report. How to access the Report History in the Filio web account? Step 1 Step 2 Step 3 Step 4 Step 1 Log into your Filio web account using your credentials.Navigate to the specific project for which you want to access the Report History.Look for the “Report History” option or icon, indicated by a clock icon. Click on it to open the Report History log. Step 2 In the Report History log, you can search for specific reports by name or date using the search bar or date filters. Step 3 You can also filter the history by the creator or approvers of the report.For example, if you want to see all the reports created by a specific user, you can select their name from a dropdown or input their name in a search field. This will filter the Report History to only show the reports created by that particular user.Similarly, if you want to see the reports that were approved by specific individuals, you can choose their names from a list or search for their names. This will filter the history log to display only the reports that have been approved by the selected approvers.By using these filtering options, you can quickly find and review reports based on specific criteria and gain better visibility into the history of report creation and approval within your Filio account. Step 4 Once you are viewing a specific version, you can edit the report if needed, delete it, or share it with others.To edit the report, look for a pen icon (“Edit” button). Click on it to make changes to the report.If you want to delete the report, look for a trash bin icon (“Delete” button). Click on it to remove the report from the history.To share the report, look for a share icon. Click on it to generate a shareable link or choose sharing settings.Note: The availability of editing, deleting, and sharing options may depend on the user’s permissions and the specific settings configured for the project or report. Can reports in the Report History be edited or modified? Step 1 Step 1 No, reports in the Report History cannot be directly edited or modified. The Report History serves as a record of past reports that have been created and approved. It provides a historical log of the reports for reference and review purposes.If you need to make changes to a report, you would need to access the original report and make the desired modifications. The Report History allows you to track the progress and revisions of reports over time, but it does not provide editing capabilities for the reports themselves.To edit a report, you would typically access the original report from the Filio web account or the Filio Data Collector app and make the necessary changes there. Once the modifications are made, a new version of the report can be created or updated as needed. Are there any limitations or restrictions related to the Report History feature? How to manage and organize reports in the Report History? Step 1 Step 1 To manage and organize reports in the Report History, you can follow these steps:Access the Report History: Log into your Filio web account and navigate to the Report History section.Search and Filter: Use the available search and filter options to locate specific reports based on criteria such as name, date, creator, or other relevant parameters. This helps you narrow down the list of reports and find the ones you need.Sorting: You can sort the reports based on different parameters like name, date, or creator to arrange them in a specific order that suits your preference. This makes it easier to locate and organize the reports.Edit Reports: If you need to make any changes to a specific report, click on the edit icon or the designated option to open the report for editing. You can modify the report contents, add or remove sections, update information, or make any necessary adjustments.Delete Reports: If you want to remove a report from the Report History, select the corresponding option to delete the report. Confirm the action if prompted for confirmation. Note that deleting a report will permanently remove it from the Report History.Share Reports: You can share reports with others by using the sharing options provided. This may involve generating a shareable link or specifying email recipients to whom the report will be shared. Ensure that you have the necessary permissions to share reports and consider any restrictions or limitations in place.By applying these practices, you can efficiently manage and organize reports in the Report History section of your Filio web account, ensuring easy access and effective collaboration with team members or stakeholders. How can you edit the name of a report in Filio? Step 1 Step 1 To edit the name of a report in Filio, you can follow these steps:Access the Report History: Log into your Filio web account and navigate to the Report History section.Locate the Report: Find the report whose name you want to edit. You can use the search or filter options available to narrow down the list of reports if needed.Edit the Report: Once you have located the report, click on the edit icon to open the report for editing.Change the Name: Within the report editing interface, locate the field or section where the report name is displayed. It is located at the top of the report.Edit the Name: Click on the existing report name or the associated edit button/icon to enable editing. You can now modify the name of the report according to your preference.Save the Changes: After you have edited the report name, make sure to save the changes. Click on the check sign to save the modified report name.Confirm the Changes: Once you have saved the changes, the report will be updated with the new name. Take a moment to review the report and ensure that the name has been successfully edited to reflect the desired changes.By following these steps, you can easily edit the name of a report in Filio, allowing you to customize and organize your reports based on your specific needs. How to add comments to a report? Step 1 Step 2 Step 1 o add comments to a report in Filio, you can follow these steps:Access the Report: Log into your Filio web account and navigate to the Report History section. Locate the report to which you want to add comments.Open the Report: Click on the report’s name or select the edit option to open the report for viewing and editing.Find the Comment Tab: Look for a yellow tab or marker on the report page. It is located on the side of the report.Click on the Comment Tab: Click anywhere on the yellow tab or marker to activate the comment section.Add a Comment: Once the comment section is activated, a text box or input field will appear. Type your comment in the provided space.Save the Comment: After entering your comment, click on the save or submit button to save it. The comment will be added to the report and visible to other users who have access to the report.You can repeat this process to add multiple comments to the report as needed. The yellow tab or marker serves as a visual indicator for accessing the comment section, allowing you to easily provide feedback, notes, or discussions related to specific sections or elements within the report. Step 2 In Filio, you can mention specific individuals in your comments by using the “@” symbol followed by their name. This allows you to tag or notify them directly in the comment. For example, if you want to mention a person named John, you can type “@John” in your comment.Additionally, there is a checkbox called “Assign to “X” for approval” that you can tick when adding a comment. This option is used to assign the comment and associated task to the person mentioned for their approval or action.By ticking the “Assign” checkbox and mentioning a specific person, you indicate that the comment requires their attention and approval. Once assigned, the mentioned person will receive a notification or alert about the comment, prompting them to review and respond accordingly.This feature helps facilitate collaboration and workflow management within the Filio platform, ensuring that relevant individuals are notified and responsible for taking appropriate actions based on the comments and assigned tasks. What does the "Reflect changes" feature do in the report creation process? Step 1 Step 2 Step 1 The “Reflect changes” feature in the report creation process allows you to update and synchronize the information in the report with the current media metadata or project information.When you make changes to the media metadata or project information on the Filio platform, such as modifying titles, descriptions, locations, or other details, the report may not automatically reflect these updates. By using the “Reflect changes” feature, you can ensure that the report is up-to-date and aligned with the latest information.When you click on the “Reflect changes” button, the report will be refreshed and any modifications made to the media metadata or project information will be applied. This ensures that the report accurately represents the most recent data available in your Filio project.The “Reflect changes” feature is particularly useful when you want to keep your reports consistent and synchronized with the evolving project data, ensuring that the information presented in the report is accurate and relevant. Step 2 When you click on the “Reflect” sign in the report creation process, you will see two options:“The current media metadata on the project page will be updated here”: Choosing this option will update the report with any changes made to the media metadata in your Filio project. This includes modifications to titles, descriptions, tags, annotations, or any other metadata associated with the media files. By selecting this option, the report will reflect the most recent media metadata available in your project.“The current project information on the project page will be updated here”: Selecting this option will update the report with any changes made to the project information in your Filio project. This includes modifications to the project name, code, location, manager, and other project-related details. By choosing this option, the report will reflect the most up-to-date project information available in your project.You can choose either option based on the specific updates you want to reflect in the report. This allows you to ensure that the report accurately reflects the current state of the media and project information, providing you with an updated and comprehensive view of your Filio project. How to print a report in Filio? Step 1 Step 1 Open the report in Filio and click on the “Download” button to generate the PDF.When the PDF opens in a web browser tab, locate the print icon or go to the browser’s menu and select the print option. This is represented by a printer icon on the top right.Click on the print option, and a print preview window will appear.Adjust the print settings as needed, such as selecting the printer, paper size, orientation, and other print preferences.Review the print preview to ensure that the report appears as desired.Once you’re satisfied with the print settings, click on the “Print” button to start the printing process.Note that the steps may vary slightly depending on the web browser you are using. How to download a report? Step 1 Step 1 Open the report you want to download.Look for a download icon within the Filio interface. It is represented by an arrow pointing downwards.Click on the download icon.A drop down menu will appear with different download options.Choose the download option that suits your needs. Typically, you will have options such as “Screen Capture” (quickest), “Medium Quality,” and “High Quality” (slowest).Select the desired download option, and the report will be downloaded to your device in the chosen format or quality. How can you customize the appearance of a report in Filio? Step 1 Step 1 To customize the appearance of a report in Filio, you can follow these steps:After clicking on “Create Report” or similar, a window will open with three sections: Report Design, Report Options, and Page Order.In the Report Design section, you can choose a template from the available options. Templates provide different layouts and styles for your report. Select the template that best suits your needs.In the Report Options section, you can configure settings related to generating the report. This may include options like including markers labels on the map or other specific preferences.In the Page Order section, you can edit the order of the images in your report. This allows you to rearrange the sequence of photos or videos to present them in a desired order.On the report page, you can further customize the appearance. To change the font, click on the settings icon located on the right side of the toolbar. From there, you can select different font styles, sizes, and colors to customize the text in the report.Additionally, to change the order of the media (photos and videos) in the report, click on the “Media” option located on the top right side of the toolbar. This allows you to modify the sequence or arrangement of the media items in the report.Once you have made the desired customizations, preview the report to ensure it looks as you intended.Finally, save or download the report to preserve the customized appearance.By utilizing these customization features, you can create visually appealing and tailored reports that effectively present your data and information. Play Video How to share a report with others in Filio? Step 1 Step 1 To share a report with others in Filio, you have the following options:Open the report you want to share in Filio.Look for the share option, represented by a share icon in the right side toolbar.Click on the share option to open the sharing settings.In the sharing settings, you will see different options for sharing the report:“Anyone with access to this project”:Share with people by email: You can send email invitations to specific individuals, granting them access to view or edit the report. You can enter their email addresses and choose the appropriate access level for each recipient.Share the link: This option generates a shareable link that you can copy and distribute to individuals who already have access to the project. They can use the link to access the report without needing an email invitation.“Anyone shared by email”:Give different access: With this option, you can provide different access levels to each recipient when sharing the report via email. Please be cautious when sharing reports via email, as recipients will receive a link in their email that they can freely share with others who do not have access.The expiration date for this access: If you want to restrict access to the report for a specific period, you can set an expiration date. After the specified date, access to the report will be revoked.Share with people by email: This option allows you to specify the email addresses of the individuals you want to share the report. You can provide different access levels, such as view-only or edit access, to each recipient.Choose the appropriate sharing option based on your needs and the level of access you want to grant to others. How to download reports from report history? Step 1 Step 2 Step 1 To download reports from the Report History in Filio, you can follow these steps:Log in to your Filio web account.Navigate to the Report History section.Locate the specific report you want to download.Look for an edit icon or button ( represented by a pencil ).Click on the edit icon to access the report editing options. Step 2 Within the editing options, you should see a download icon at the bottom right.Click on the download icon, and a dropdown menu will appear with different download options.Choose the download option that suits your needs. Typically, you will have options such as “Screen Capture” (quickest), “Medium Quality,” and “High Quality” (slowest).Select the desired download option, and the report will be downloaded to your device in the chosen format or quality. Is it possible to add additional media to a report? Step 1 Step 1 Open the report you want to add media to.Locate the “Media” button or tab on the top right of the report page.Click on the “Media” button or tab.A panel or section will appear, displaying the existing media items in the report.To add new media, look for an “Add Media” button within the media panel.Click on the “Add Media” button or icon.Choose the desired media files from the projectThe newly added media will now be included in the report.Additionally, if you want to change the order of the existing photos in the report, you can simply drag and drop them within the media panel to rearrange their sequence. How to share reports from report history? How to use Plan Sheets in report? Step 1 Step 2 Step 3 Step 4 Step 1 Access your project and choose the plan sheet that you want to include in your report by clicking on it. This plan sheet will determine the structure and content of your report. Select the visuals (photos and/or videos) you wish to include in your report. Ensure that these visuals are relevant to the chosen plan sheet. (Filio’s intelligent system will automatically tag the visual based on the plan sheet you’ve selected).Click on “Create Report”. Step 2 Choose a template for your report from Filio’s portrait or landscape “Report Design”(In our report design, users can select between two options, both featuring a map view on the first page and a plan sheet with pictures on subsequent pages.)Scroll down and choose the report option. Step 3 Configure the settings for your report by selecting media on “Map and Plan Sheets”.Edit the order of the images in your report by clicking on “Page Order”.Create a Report. Step 4 Now you have your dynamic interactive report which you can edit, comment, and send for approval.Approve report.Save changes. What are the steps to add and modify comments on my report within the Filio web user, and how can I effectively manage comments to enhance my report's quality? Access the Desired Report: Start by logging into Filio web account and locating the specific report you want to work on. Click on the report to open it.Step 1: Access the Comments Panel: On the right-hand side of the report interface, you’ll find the ‘Comments’ button in the sidebar. Click on it to access the comments panel. As soon as you click on comment you will activate the commenting cursor. Now you can place comments anywhere within the report.Step 2:Add a Comment: Click on the area within the report where you want to add a comment. A comment box will appear, allowing you to enter your comment. Mention Teammates: To involve your teammates in the discussion or collaborate on the report, simply use the ‘@’ symbol followed by their name or username within the comment box. This will notify them and link them to the comment. Step 3:Modify Comments: To edit an existing comment, click on the comment you wish to modify. You will notice three dots (ellipses) next to the comment. Click on these dots to access a menu that allows you to edit, delete, or obtain a shareable link to the comment. Make your desired changes and save them as needed.Manage Comments: You can view and manage all comments related to the report within the comments panel. This includes sorting, searching, and deleting comments as needed to streamline collaboration. How to effectively design, add, modify, and optimize report content by seamlessly adding extra and editable pages on my report? Step 1: Select photos or videos taken from your project and click on “Make a Report”. Step 2: Choose any type of template to design your report sheets. Step 3. Integrate the first and last pages seamlessly. You can also add and design new templates for your future reports. Step 4: You can choose “Map, or Map/Plan sheet” depending on taken on Google Maps or taken on plan sheets in your report. Step 5: You will have the first and the last page in which you can write whatever you need. Step 6. Click on “Pages”, add new pages, or even replace them wherever you need. Step 7: Add your logo, date, and media to the report. Step 8: Add your team members to communicate. Step 9: Click on “Save changes” and you are done.
Filio Data Collector App Collect visuals simply, quickly and efficiently Articles What are the Filio Data Collector's permissions needed? Are they required? Why do you have a Filio Sample Project in your app? How do you take your first picture? What is the "Multi photo" feature? How do you take photos using a timer? What is the "Measure" feature in your app? Syncing Media and Freeing Up Phone Storage: Prevent Overheating Issues How to add documents? How can you use the 360 photo feature in your Data Collector app? Accessing Media on the Cloud: Free Up Phone Storage Effortlessly How to add annotations and tags to photos? Accessing Cloud Media After Deletion How to add a description to a photo using a voice captioning feature? How to take pictures using a plan, layout or blueprint inside your Data Collector app? How to modify photos' metadata? What is Auto Select Project? How to manually select a project? What is "View"? How to access a web project using the Data Collector App? How to check weather information and direction for a project? How to automatically removed synced photos from your Data Collector App? How to switch between cellular and Wi-Fi (wifi)? How can you drag markers and change the location of pictures on the data collector app? How to create a project using Data Collector App, and what access is needed? how to import pictures from your phone gallery into the Filio data Collector App? How to change cellphone number inside the Data Collector App? How to manage and clean storage in the app? What are the Filio Data Collector's permissions needed? Are they required? Step 1 Step 1 The Filio Data Collector app requires certain permissions to function properly. These permissions include access to the camera, microphone, storage, and location.Camera permission is necessary to take photos and videos using the app, while the microphone permission is needed for recording audio captions. The storage permission is used to import photos and videos from your phone gallery to Filio, and location permission is required for geo-tagging.These permissions are required for the app to work as intended. Without these permissions, some features of the app may not work or may not work properly. It is recommended to grant all the necessary permissions to the Filio Data Collector app when prompted. Why do you have a Filio Sample Project in your app? Step 1 Step 1 Filio Sample Project is included in the app to help users understand how projects and data are organized within the app. It is a pre-made project with sample data that users can explore and experiment with to get familiar with the various features and functionalities of the app. Users can modify or delete the sample project as needed to create their own projects and data collections. How do you take your first picture? Step 1 Step 1 To take your first picture using the Filio data collector app, follow these steps:Open the Filio app on your mobile device.Log in to your account or create a new account if you haven’t already.Create a new project or select an existing project.Click on the “Capture” button at the bottom right corner of the screenThe app will open your device’s camera. Frame your shot and click the capture button.Add any relevant information about the photo, such as a description, location, or tag.Click on “Save” to save the photo to your project.Congratulations! You have taken your first photo using the Filio data collector app. What is the "Multi photo" feature? Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 1 The “Multi photo” feature in the Filio data collector app allows you to take multiple photos in a row. This is especially useful when you need to quickly capture a series of images without interruption, such as when documenting a room or area from multiple angles.Open the Filio app on your device.Tap on the camera icon located at the bottom right corner of the screen. Step 2 Tap on the camera icon and take a photo. Step 3 Start taking multiple photos by pressing the capture button. The photos will appear in the lower-right corner of your screen as you take them.Tap on the multi-photo icon to access your photos and make edits using the Markup feature. Step 4 To draw on a photo, you can select a single photo as you can see the sign at the bottom right corner of each photo. Step 5 You can draw by freehand, rectangular or circular shapes, and arrows on the photos with any desired color. Tap on “Done” at the lower-right corner of your screen when the drawing is finished. Step 6 Once you have made any necessary edits, tap on the checkmark icon to save your photos. How do you take photos using a timer? Step 1 Step 2 Step 3 Step 4 Step 1 To take photos using a timer in Filio App:Open the Filio app on your device.Tap the camera icon on the bottom right of the screenOpen Filio App, on the bottom right, tap on Camera Step 2 Tap on the “Timer” option on the top right side of the screen. Step 3 Choose the duration of the timer by tapping the “+/-” button. You can set the timer for 3, 5, or 10 seconds. Step 4 Tap on the camera button to start the timer.Get into position and wait for the timer to count down.The app will automatically take a photo once the timer has elapsed. What is the "Measure" feature in your app? Step 1 Step 2 Step 3 Step 4 Step 1 The “Measure” feature in the Filio app allows users to measure distance, area, and volume of objects in a photo. This feature uses augmented reality technology, which allows users to measure objects in real-time and overlay the measurement information directly onto the photo. It can be helpful in various industries, such as construction, real estate, and architecture, for tasks such as estimating dimensions, calculating square footage, and determining material quantities.Open the Filio app on your device.Tap on the camera button located at the bottom-right corner of the screen. Step 2 Select the “Measure” option from the menu at the bottom of the screen. Step 3 Aim your camera at the object or area you want to measure.Use your fingers to adjust the start and end points of the measurement line. Step 4 Slowly move your device until the dot is over the ending point of your measurement, then tap the Add button again.Ps : 1. Repeat these steps to take as many measurements as you’d likeYou can change the measuring Units : Go to Home page > Settings > Measuring Units > Tap on the unit. Choose the unit and save.You can also take a photo that shows the object and its measurement. Just tap the Shutter button. You can make edits using Markup and save it to your project. Syncing Media and Freeing Up Phone Storage: Prevent Overheating Issues When your phone is overloaded with media, it can lead to overheating and performance problems. Here’s how to sync your media and prevent storage-related issues.Step 1: Launch the Filio AppStart by opening the Filio app on your smartphone.Step 2: Access SettingsNavigate to the settings menu within the app. Step 3: Find Data and Storage OptionsIn settings, look for the “Data and Storage” option and select it. Step 4: Set Media Removal PreferencesTap on “Remove Synced Media After” to choose when you want the app to automatically delete media from your phone. Step 5: Select Your Preferred TimeframeYou’ll see options ranging from 1 day to 6 months. We recommend setting this to 2 weeks for optimal balance between storage and accessibility. Step 6: Confirm Your ChoiceAfter selecting your preferred timeframe, the app will ask for confirmation. Click “Yes” to proceed. Step 7: Accessing Removed MediaRemember, deleted media from your device isn’t gone forever. You can access it any time by tapping on “Cloud Media”. Step 8: Utilizing the ‘View Map’ FeatureFor a geographical overview of your project media, tap on “View Map”. Here, you can see images and videos marked by location. Use the search function to filter media by “Data Collector” or “Tags”, helping you pinpoint exactly who took what and where. Search by “Data Collector” to find specific media and see exactly where and by whom it was captured. Utilize search functions to view images by “Tags”, identifying what is captured and where directly on the map. Now, you can prevent storage and overheating issues while still having access to all your important media on the cloud. How to add documents? Adding Documents to Your ProjectLet’s walk through the steps to ensure all your project documents are centralized and easily accessible.Step 1: Open the AppStart by launching the Filio app on your device and navigate to the specific project where you must add a document.Step 2: Add MediaTap on the ‘Add Media’ button within the project. Step 3: Add DocumentsIn the bottom right corner, click on ‘Add Documents’. Step 4: Select and Upload DocumentsChoose the documents you want to add from your device.Click ‘Open’ to upload them to the project. Step 5: Organize Your DocumentsAfter uploading, you can add descriptions, tags, and fields to your documents. This helps in organizing and finding them easily later. Step 6: Access Your DocumentsNow, your documents are saved within the project. Simply open your gallery within the project to view and access them anytime. Start adding your important documents today to keep all your project information organized in one central location!If you have any questions, feel free to [email protected]. How can you use the 360 photo feature in your Data Collector app? Step 1 Step 1 To use the 360 photo feature in Filio Data Collector app, follow these steps:Open the app and tap on the camera icon at the bottom right corner of the screen.On the bottom bar, swipe right until you see the “360” option and tap on it.Hold your phone vertically and follow the instructions on the screen to capture a 360-degree photo.Once you’ve captured the photo, you can view it in the app by swiping left on the bottom bar until you see the “360” tab, and then tapping on it.You can use your finger to swipe around the 360 photo and view it from different angles. You can also zoom in and out using the pinch-to-zoom gesture.If you want to edit the 360 photo, tap on the “Markup” button on the bottom bar, and then use the editing tools to add annotations, text, or other elements to the photo.Finally, you can save or share the 360 photo by tapping on the “Save” or “Share” button on the bottom bar. Accessing Media on the Cloud: Free Up Phone Storage Effortlessly Here’s how to manage your storage efficiently while keeping your files accessible on the cloud.1. Launch the Filio AppOpen the Filio app on your smartphone and navigate to “Settings”. 2. Access Data and StorageIn settings, select the “Data and Storage” option. 3. Enable Media Removal and Cloud AccessTap on “Remove Synced Media After” to set when media will be automatically deleted from your phone while being stored in the cloud. 4. Enable Media Removal and Cloud AccessTap on “Remove Synced Media After” to set when media will be automatically deleted from your phone while being stored in the cloud.5. Choose a time frameSelect a timeframe, ranging from 1 day to 6 months. For optimal balance, set it to 2 weeks and save. 6. Viewing Cloud Media in the GalleryIf media has been removed from your phone, simply tap on Cloud Media to view all the files stored in the cloud. Inside the Project: Resolving “This project does not have media” MessageIf you see the message “This project does not have media” while inside your project, simply tap on the Cloud Media button. This will grant you access to all media stored on the cloud, making it easy to view and manage your files. With these easy steps, you can ensure your phone stays clutter-free while keeping all your media safely stored and easily accessible. How to add annotations and tags to photos? Step 1 Step 2 Step 3 Step 4 Step 5 Step 1 Open Filio App, on the bottom right, tap on Camera. Step 2 Take a picture, tap on Draw at the bottom. Step 3 In the Markup toolbar, tap Freehand, Rectangle, Circle, then draw with your finger. Step 4 To add tags, tap on #Tags at the bottom right.You can select the automated tags or add new ones by tapping on +New Tag Step 5 Once you are done with editing, tap on Done to save the changes. Accessing Cloud Media After Deletion When you remove media from your phone to free up storage, you can still access all your files on the cloud. Here’s how to find them when you encounter the message “This project does not have media” in your project.1. Viewing Cloud Media in the GalleryIf media has been removed from your phone, head to your project gallery and tap on Cloud Media to view all the files stored in the cloud. 2. Inside the Project: Resolving “This project does not have media” MessageIf you see the message “This project does not have media” while inside your project, simply tap on the Cloud Media button. This will grant you access to all media stored on the cloud, making it easy to view and manage your files. By following these steps, you’ll always have access to your media files, even when they’ve been removed from your device. How to add a description to a photo using a voice captioning feature? Step 1 Step 2 Step 1 Open Filio App, on the bottom right, tap on Camera. Step 2 Take a picture then:Tap on the “Add caption” button, which looks like a small microphone icon.Hold down the microphone icon and record your voice caption for the photo.Once you finish recording, release the microphone icon.The voice caption will be automatically transcribed and added as a description to the photo.Save the changes to the photo. How to take pictures using a plan, layout or blueprint inside your Data Collector app? Step 1 Step 2 Step 3 Step 1 Open Filio App, on the top right, tap on Layout, choose a Sheet on your desire. Step 2 Move the pin to the place you are going to take picture of, then tap on “Take Media” Step 3 Take your picture, and once the picture is taken an arrow will appear on the plan sheet.To see the picture’s information, tap on the arrow. How to modify photos' metadata? Step 1 Step 2 Step 1 Open Filio App, on the bottom right, tap on Gallery. Step 2 Tap on the photo to modify its metadata. What is Auto Select Project? Step 1 Step 1 When Auto Select Project is on, the closest project to your current location will be selected automatically.To activate Auto Select Project, Open Filio app, on the top left turn ” Auto Select Project ” on. How to manually select a project? Path 1 Path 2 - Step 1 Step 2 Path 1 On the top of the main page you are able to see all the projects, drag to left to see rest of the projects, tap on a project on your desire. Path 2 - Step 1 On the bottom left, tap on Project. Step 2 Tap on a project on your desire. What is "View"? Step 1 Step 1 If you tap on View, on top right, you will be able to change Map Type. The following map types are supported in Filio App :– NORMAL ( roadmap, default 2D map )-SATELLITE ( photographic map )-TERRAIN ( maps with mountains, rivers, etc. How to access a web project using the Data Collector App? Step 1 Step 2 Step 3 Step 1 Open Filio App, on the bottom left, tap on “ Project ” Step 2 Tap on “ Open Web “ of any project you wish to access to Web Console Step 3 You have access to web consoleWhat you’re capable to do : Delete pictures, edit pictures, add tags, filter Data Collectors, Measure pictures, View map/layouts, View Timeline How to check weather information and direction for a project? Step 1 Step 1 Open the project in Web ( to see how to access a web project click on this link ) You are able to see weather information and direction for a project through web console How to automatically removed synced photos from your Data Collector App? Step 1 Step 2 Step 3 Step 4 Step 1 Open Filio App, on the bottom bar, tap on Settings Step 2 Tap on Data and Storage. Step 3 Tap on Remove Synced Media After, to set the period of keeping the media in your device. Step 4 Select a period on your desire.Your synced media will be deleted from your device ( not cloud ) after this selected period. How to switch between cellular and Wi-Fi (wifi)? Step 1 Step 2 Step 3 Step 4 Step 1 Open Filio App, on the bottom right, tap on Settings Step 2 Tap on Data and Storage. Step 3 Tap on Media Sync Options to choose. Step 4 Choose Automatic Sync Using option then tap on Save How can you drag markers and change the location of pictures on the data collector app? Step 1:Open a project.Step2:Zoom in.Step 3:Hold, drag and drop the arrow. How to create a project using Data Collector App, and what access is needed? Step 1 Step 2 Step 3 Step 1 For creating a project using Data Collector App, the Project manager should give access to the Data Collector from Filio Web Console.To check how to give different accesses to Data Collectors, click hereOpen Filio App, on the bottom left, tap on “ Project ” Step 2 On the bottom right, tap on +New Project Step 3 Select your web account, write the Project Name and then save your new project. how to import pictures from your phone gallery into the Filio data Collector App? Step 1 Step 2 Step 3 Step 1 Open Filio App, on the bottom , tap on Gallery. Step 2 On the bottom right, tap on Add media sign. Step 3 Choose one of the options to add media to the project from your device How to change cellphone number inside the Data Collector App? Step 1 Step 2 Step 3 Step 1 Open Filio App, on the bottom right, tap on Settings Step 2 Tap on Account Step 3 You are able to edit your info ( including Name, Phone ) in the Account section by tapping on “Edit” How to manage and clean storage in the app? Step 1 Step 2 Step 3 Step 1 Open Filio App, on the bottom right, tap on Settings Step 2 Tap on Data and Storage. Step 3 To manage and clean storage tap on Storage UsageNote: Deleted photos are available through the website but are not available through the mobile app
Security and Data Policy Filio Security info and Data Retention Articles How are picture accesses being encrypted? What is two-factor authentication? What is data retention policy in Filio? Who does own the data? Does Filio backup data (photos and videos)? What cloud platform is Filio based on? Do Filio employees have access to users' photos and videos? Why is my Filio account locked and how to unlock it? How are picture accesses being encrypted? All the pictures and videos communicate with Filio’s backend through an encrypted process supported by the Google Cloud Platform. In addition, all the media are secured by unguessable links. So if you wanted to scan all the possible combinations, you’d have to work through 1070 different combinations to get the right one, a problem on an astronomical scale. What is two-factor authentication? Two-factor authentication is a secure way to add two layers of security once you want to log into your account. Instead of just using a traditional User and Password, your login requires additional authentication through a secure third-party app such as Google Auth, which is used in FIlio. What is data retention policy in Filio? As of now, Filio has not enforced any Data Retention Policy. This means that if a user does not remove the data in the Filio Platform, the data will be available indefinitely. In the case that a user would like to leave the Filio platform, a user can download all the media in every project and remove them. Who does own the data? The Filio users own the data and not the Filio team. Filio is a platform for our users to collect, manage and document their company visual data in the most efficient and secure way. This is at user discretion if a user decides to remove a media and the media will be removed for good because it is owned by the user. That is why it is important for Filio users to ensure the different types of access they provide to different users for each project. Does Filio backup data (photos and videos)? Filio users own the data and not the Filio team. Therefore Filio does NOT back up the photos and videos. All photos and videos are safe, and they will be accessible unless the media is removed by the user. Filio does NOT remove or modify any data. What cloud platform is Filio based on? Filio uses Google Cloud Platform, which is commonly known as GCP. Filio utilizes a scalable backend structure to scale up CPU and memory based on the users’ accounts automatically. As the Filio platform is a GCP child, all the securities that come with GCP will be a part of the Filio platform as well.Some of the certifications and reports are ISO27001 Certification/ISMS, SSAE16/ISAE3402 – SOC, SSAE16/ISAE3402 – SOC, SSAE16/ISAE3402 – SOC. Filio platform can provide SIG questionnaires if a company requires that. In addition, the Filio team performs Vulnerability scans and penetration tests often to ensure the backend’s highest level of security and privacy. Do Filio employees have access to users' photos and videos? None of the Filio employees has access to any information of users. All passwords created by users will be hashed and salted in the Filio backend, which means that even the Filio team would not have access to users’ password information. Why is my Filio account locked and how to unlock it? Your Filio account can be locked because of suspicious activities such as logging in from an unknown region or if there have been multiple attempts to log in with a wrong password. You need to contact the Filio team at [email protected] to unlock your account.
