170421 iphone and ipad guide · 5 getting started | a guide for iphone and ipad logging in for the...

GREAT GOVERNANCEBETTER BUSINESS

GETTING STARTED | A GUIDE FOR PARTICIPANTS

YOUR GUIDE TO OBJECTIVE CONNECT

GETTING STARTED FOR iPHONE AND iPAD

http://www.objective.com

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2© Objective Corporation Ltd 2017. All rights reserved.

GETTING STARTED | A GUIDE FOR IPHONE AND IPAD

A secure, private Workspace,

so you can work with anyone

outside of your organisation.

Objective Connect for iPhone and iPad

• Mobile: Online and offline access

• Instant: Touch ID access

• Secure: Application encryption

• Annotate: Mark up documents with private or shared annotations

• Manage: Create Workspaces, upload photos, audio and video

About Objective Connect

Objective Connect creates a secure, private

Workspace so you can work with anyone, even

when they are outside your firewall. Objective

Connect is the secure and efficient way to work

with partners on projects, manage your

outsourced service providers or collaborate with

any external party.

With Objective Connect you can manage almost

any business process. Remove the need for

paper, email, thumb drives, DVD’s or shadow IT

and increase visibility by ensuring all of the latest

information is stored in a single, secure

Workspace.

With government-grade security, you can

collaborate on documents, capture

conversations and control tasks in one secure

location.

About This Guide

The following Guide is designed to enable you to

get started with Objective Connect for iPhone

and iPad. The guide covers key concepts such

as logging in, creating Workspaces, managing

and annotating documents,

Note; whilst the majority of this document

demonstrates the functionality using an iPhone,

the functionality performs identically on iPad.

If you require further assistance please go to

objectiveconnect.com, there you will find How To Video and helpful FAQ section.

http://objectiveconnect.com

http://www.objectiveconnect.com/resources/how-to-videos

https://objectiveconnect.custhelp.com/app/answers/list

http://bit.ly/246lLhJ

















CONTENTS

1.

2.

Logging In

3.

4.

Navigation

5.

Managing Workspaces

Managing Documents

Annotations

6. Security


4

1. LOGGING IN




Logging In For the First Time

Once you have downloaded and installed

Objective Connect on your iPhone or iPad you will

need to authenticate your credentials:

1. Enter your Email Address

2. Enter your Password

3. Select your Region

4. Tap Login

After your initial login you need to create a 6-digit

PIN. You will use this PIN to access Objective

Connect on this device only:

5. Enter a 6-digit PIN and then re-enter the PIN

confirm the entry

Note; See page 21 of this guide to enable Touch

ID as alternative to using a PIN to access

Objective Connect on your device.

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2. NAVIGATION




Navigation

Once logged in you will see all of the Workspaces

that you have either created or been invited to in

Objective Connect. To navigate through the

Workspaces, simply scroll up or down:

1. Tap the menu in the top right of the screen to

re-order the Workspaces by Name or Date.

Tap the name of a Workspace to access its

contents. To navigate through the documents in

the Workspace simply scroll up or down:

2. Tap the menu in the top right of the screen to

re-order the documents by Name or Date.

To preview any MS Word, MS PowerPoint, MS

Excel, PDF, image or Video file, simply tap the

document name.

3. To return to the Workspace list tap Back

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3. MANAGING WORKSPACES




Managing Workspaces

New Workspaces can be created directly from

your iPhone or iPad device:

1. Tap the menu in the top right of the screen and

then tap Create Workspace. You will then be

prompted to add a Workspace name

Once created this Workspace will also be available

from Objective Connect via your internet browser.

By Tapping the Chevron (2) next to a Workspace

name you have the ability to:

3. Rename a Workspace

4. Leave or Close a Workspace. If you close a

Workspace, you will be prompted to enter a

message for the other Participants of that

Workspace.

Note; when a Workspace is ended the content,

including all documents, comments and tasks will

be deleted.

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4. MANAGING DOCUMENTS




Adding Documents

To add a folder to Workspace:


then tap Create Folder. You will then be

prompted to add a Folder name

Documents can also be added to a Workspace

from your device. These include images from your

camera, photo library or cloud storage services:


then tap Add Document.

3. Tap camera to take a photo that will added to

the Workspace

4. Tap Photos to add an image to the Workspace

from your Photo library

5. Tap iCloud to add a document from iCloud

Storage

6. Tap More to add a document from other

cloud storage services

Once added the documents will be available from

Objective Connect via your internet browser.

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Managing Documents

Depending on your Workspace permissions, by

Tapping the Chevron (1) next to a document

name you have the ability to:

2. Rename a document. You will then be

prompted to add a new name for the

document

3. Delete document.

4. Make a document available offline. An offline

document can be previewed even when the

device is out of internet range

5. Once a document has been made available

offline, a blue ‘tick’ is added to the file type in

the document list

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Managing Offline Documents

To view a complete list of documents that have

been marked for Offline Access on the device,

from any Workspace:

1. From the Workspace list tap the menu in the

top left hand corner and tap Offline

Documents. All Offline documents on this

device will be listed

2. To remove an offline document from your

device tap the chevron next to the document

name and then tap ‘Remove Offline

Copy’ (3)

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5. ANNOTATIONS




Document AnnotationsObjective Connect for iPhone and iPad includes

the ability to add annotations to a Microsoft Word,

PowerPoint, PDF and image files. By creating a

local, encrypted version of the document on the

device, users have the ability to add a rich set of

digital annotations including the ability to highlight

text, add comments, and free hand or pre-defined

drawing tools.

Users have the ability to mark the annotations as

Private. This will mean that the annotations can

only be accessed on the device they have been

created on and will not be shared with any other

users. This feature is ideal for board or committee

members preparing for a meeting, using the

annotations as ‘margin notes’ for their own

reference.

Alternatively, a user can choose to mark

annotations as Shared. The annotated document

will be added as a new version in Objective

Connect, making them visible by all other

participants on the Workspace. This feature is

ideal for board or committee members preparing

for assessors working in the field.




Adding Annotations

To add an annotation to a document, Private or

Shared, the user must follow these steps:

1. Click the chevron icon next to the document

to be annotated

2. Select Annotate

The user will then be asked to create a local,

encrypted, version of the document on the device,

giving the user the ability to annotate the

document. Click Ok.1 2




Saving Annotations

Once a local encrypted copy has been made, you

can now annotate the document:

1. The side menu offers annotation functions such

as the ability to highlight text, add comments and

free-hand or pre-defined drawing tools

2. Once the annotations are complete click Done.

At this stage you are given the option to save the

annotations as Private or Shared:

3. Private annotations are visible only to this user

and only on the device on which they were

created

4. Shared annotations are visible to all users

participating in the Workspace. By selecting

Shared a PDF document, including the

annotations, will be saved as a new version in

Objective Connect. The original document is still

available as a prior version.

Note; if the user has not been given the permission

to ‘Edit Documents’ in Objective Connect, they will

not be able to Share Annotations.

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Viewing Annotations

A document that includes shared annotations will

now be displayed with a file type of PDF on the

device.

1. When selecting the document to view, the user

will be asked if they want to view the original

or annotated version(s)

2. Subsequent annotations can be made to the

document. Each new annotation will create a

new version of the document in Objective

Connect1 2




Managing Annotations

Upon logging into Objective Connect online, any

documents that have shared annotations will be

now have a file type of PDF. To manage the

versions, select the document:

1. The annotated version will be previewed on

screen

2. Select the Version button to see all versions of

the document, including the original

3. To return the original document to the current

version, select ‘Roll Back Document’ from

the menu next to version 1

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6. SECURITY




Security Settings

To access the security settings tap the menu in

the top left of the screen:

1. Lock the App will return you to the PIN entry

screen

2. Change PIN allows you to change you PIN for

your device

3. Enable Touch ID will enable you replace the

use of a PIN to access the app with Apple

Touch ID

4. Log in with a different account will allow you

to log into the app with an alternate Objective

Connect Account. Note; this will wipe any

documents that you have saved locally to the

device, including those documents with Private

Annotations.

5. Lock the App in sets the default duration of

activity before the app will lock, requiring a

entry of PIN or use of Touch ID

6. Use of WiFi only restricts uploads and

downloads to only when WiFi is available

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GREAT GOVERNANCEBETTER BUSINESS


www.objective.com

About Objective Corporation

Objective creates information and process governance

solutions that are effortless to use and enable organisations to confidently advance their own digital transformation.

Designed for regulated industries, these solutions turn the imperative

of compliance, accountability and governance into an opportunity to

streamline business processes and deliver the innovative services

that customers expect.

With a heritage in Enterprise Content Management (ECM), Objective’s

expanded solutions extend governance across the spectrum of the

modern workplace; underpinning information, processes and

collaborative work-spaces.

Through a brilliant user experience, people access the information

they need to progress processes from wherever they choose to work.

With government-grade security, Objective Connect creates

secure, private Workspaces in the cloud to collaborate on

documents, capture conversations and control tasks.

From cross-agency collaboration, working with outsourced service

providers or simply digitally engaging with customers and citizens,

Objective Connect can be used to manage any process involving

external parties.

Information Governance can be maintained by integrating Objective

Connect with an organisation’s existing document and records

management system, ensuring a ‘single source of truth’ is always

maintained, even when working with external parties.

Because it can be used to manage any business process, Objective

Connect enables digital transformation – removing the need for

paper, email, thumb drives, DVD’s and rogue or shadow IT.

www.objectiveconnect.com



http://www.objectiveconnect.com