Start locally
You can begin on iPhone without uploading your existing records. Connecting an account and importing records is an explicit, reviewed step.
LOCAL WORK, CONNECTED WHEN READY
Keep working without reception.
The iPhone app saves supported work locally. Connect your account when you want to use the same records in the web portal.
Sync when connected
Offline changes stay queued on your device. Cloud operations need a valid signed-in account and connectivity; iOS controls background execution.
Private workspace
Cloud records and attachments are restricted to the signed-in workspace. Your web portal needs an internet connection.
Visible issues
Failed uploads and conflicting edits need attention. Check sync status before relying on a record being available on another device.
Sync is not backup
Sync keeps connected records up to date. It is not a verified disaster-backup service or a guarantee that every file can be recovered.
Your privacy choices
Read the privacy policy for account data, cloud storage and optional website analytics. Manage website analytics through Privacy choices.