Getting Started with Mobile Platform

This guide will help you get up and running with the Mobile Platform quickly.

Prerequisites

Before you begin, ensure you have:

• iOS device (iOS 12.0+) or Android device (API level 21+)
• Stable internet connection for initial setup
• Valid Optim account credentials

Installation

iOS Installation

1. App Store Download

Search for "Optim Mobile" in the App Store
Tap "Get" to download and install

1. TestFlight (Beta)

   Install TestFlight from the App Store
   Use the invitation link provided by your administrator
   

Android Installation

1. Google Play Store

Search for "Optim Mobile" in Google Play
Tap "Install" to download

1. Direct APK (Enterprise)

   Download APK from internal distribution
   Enable "Unknown Sources" in Settings
   Install the APK file
   

Initial Setup

First Launch

1. Accept Permissions

2. Camera access (for document scanning)

3. Location services (for location-based features)

4. Notifications (for real-time updates)

5. Account Setup

Enter your Optim username
Enter your password
Complete two-factor authentication if enabled

1. Profile Configuration
2. Set up your profile information
3. Configure notification preferences
4. Set up biometric authentication (recommended)

Data Synchronization

The app will automatically sync your data during first setup:

1. Initial Sync

2. Wait for the sync indicator to complete

3. Ensure stable internet connection

4. May take 2-5 minutes depending on data volume

5. Verification

6. Check that your data appears correctly
7. Verify recent documents are available
8. Test basic functionality

Quick Tour

Main Navigation

• Dashboard - Overview of recent activity
• Documents - File management and viewing
• Messages - Communication hub
• Settings - App configuration and preferences

Essential Features

1. Document Scanning

Tap the "+" button in Documents
Select "Scan Document"
Position document in frame
Tap capture button

1. Offline Mode

Documents sync automatically for offline access
Green indicator = Available offline
Gray indicator = Online only

1. Search

   Use the search bar at the top
   Search across all documents and messages
   Use filters to narrow results
   

Troubleshooting

Common Issues

1. Login Problems

2. Verify username/password

3. Check internet connection

4. Clear app cache if needed

5. Sync Issues

6. Force close and restart app

7. Check storage space

8. Verify network connectivity

9. Performance Issues

10. Restart the app
11. Update to latest version
12. Clear cache in Settings

Getting Help

• In-App Help - Tap "?" in Settings
• Support Portal - Access via Settings > Support
• Emergency Contact - Use the emergency contact feature

Next Steps

• User Guide - Detailed feature documentation
• Advanced Features - Power user capabilities
• Tips & Tricks - Productivity enhancements

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Need additional help? Contact your system administrator or check our FAQ.