Prepare for mobile access

Configure what appears on the mobile device

MarkView lets you control what appears when a mobile user accesses their Web Inbox or views an invoice in the viewer. Settings that you establish for viewing on a mobile device affect what appears on all mobile devices that access the system. However, the settings for mobile do not affect the settings that you establish for desktop access to the Web Inbox and viewer.

Use the following procedure as a guideline for configuring mobile devices. Details about using Module Admin appear throughout this help system, depending on what you are doing. For example, Configure MarkView menus describes how to set the order in which items appear.

  1. Log in to MarkView as an ADMIN user.
  2. From MarkView home, select Administration > Module Admin.
  3. Continue as follows: