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Data Sheet

Fulcrum’s reference-file attachments

Mobile users can now view safety sheets, SOPs, and other critical documents as attachments directly within their Fulcrum apps.

With Fulcrum’s reference file attachments feature, mobile users can access digital versions of the documents they need to assure safety, quality, and compliance in the field directly from the app they are already using to complete their field tasks.

Managing documents in a mobile workforce can be a daunting task. From version inconsistencies to time-consuming searches for crucial files, the challenges are many. Our data sheet offers a comprehensive guide on how Fulcrum’s no-code, SaaS-based mobile application platform can revolutionize your document management.

What’s inside the data sheet?

Streamlined Data Collection. First, learn how Fulcrum simplifies mobile data collection, automates workflows, and delivers data-driven insights.

Document Management Made Easy. Attachments can be both essential and unwieldy in mobile operations. However, our guide reveals how Fulcrum smoothly integrates these elements into your workflow. This boosts productivity in two key ways:

  1. Providing documentation right when inspectors and data collectors need it, enhancing their efficiency.
  2. Enabling users to attach documents to a Fulcrum record, eliminating the manual tasks of syncing, storing, and sharing.

App-Level Attachments. The data sheet delves into how reference files stored on a per-app basis make it straightforward for users to find relevant information right within the app they’re using.

Business Benefits. Both business process owners and team members gain from increased document availability, less time wasted on searching for documents, and fewer version control issues.

Health and Safety. Understand the advantages of digital over paper, including reduced physical bulk and minimized risk of spreading infectious diseases.

Record-Level Attachments. Learn how these can be collected and stored as part of any Fulcrum activity, like inspections or installations, and how they simplify audit trails.

Automated and Secure. Fulcrum not only keeps documents and related data together but also automatically syncs this to the cloud, ensuring secure and easy-to-share storage.

In conclusion, our data sheet is designed to equip you with the tools and knowledge to overcome the challenges of document management in a mobile workforce. Download it today to learn about reference-file attachments within the Fulcrum platform.

Download the data sheet
Man in high vis vest using a tablet for work showing Fulcrum’s reference file attachments

What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
Jim Metz - speeds things up, adhering to safety sop

Jim Metz

Vice President of Safety
FM Sylvan
Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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Aaron Vanover - catch more issues

Aaron Vanover

Manager of Quality Assurance and Quality Control
Halton Company
Using Fulcrum, Halton Company’s quality control team provides richer, better documented support, enabling them to catch more issues.
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Daniel Stepner - easy to use, customer service

Daniel Stepner

Senior Consultant
I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

James Watts

Director of Health and Safety
Snavely Forest Products and Weekes Forest Products
Fulcrum helps us improve processes and make our work environment safer by streamlining inspections, surfacing inspection-related insights, and managing follow-up actions. Once you close the loop from action to insight to further action, the possibilities are limitless.
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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

Senior Software Developer
Tilson Tech
It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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