Send Document to Another Device

When syncing your database documents between devices, you must have identical documents on both devices. After migrating the database on one device, you can send the migrated documents to your other devices via AirDrop or iTunes File Sharing. This process can take place on both the Mac and iOS.

The simplest way to send files between devices is through AirDrop. Both iOS and Mac have options to AirDrop your documents; to get started, make sure both of your devices are AirDrop compatible, are set up on the same Wi-Fi network, and are within close proximity. After checking these factors, follow the steps below.

Sending with a Mac

1. Launch Tap Forms on both devices.
2. Display the Database Documents window by pressing command-0 (zero) or selecting Database Documents from the Window menu.
3. Click the database document you’d like to share. Do not open the document. If it’s already opened, close it first and make sure the main Database Documents window is in the foreground.
4. At the bottom of the window, click the “Share” button. You can also use the Send Document command in the File menu.
5. Select the device to which you’d like to send the document. If you don’t see your devices listed there, make sure AirDrop is enabled and they are nearby and turned on.

!If you have an opened document in Tap Forms for iOS, please close it first. Tap the (v) button at the top-left of the My Forms tab to close it. You should be on the main Documents view.

!Starting from iOS 17 (and beyond), users will now see the Tap Forms document appear inside the Files app instead of going directly to Tap Forms after the transfer. You will need to tap on the document if it’s not already displayed, then tap on the Share button, then tap on Tap Forms on the share sheet to have the document transferred to Tap Forms. Apple made this change and Tap Forms has no control over that part of the process.

*If you’re sending the document to a Mac, the file will automatically be sent to your Downloads folder in the Finder. Drag it to the main Database Documents window to insert it into Tap Forms. When dragging a Tap Forms document into the Database Documents window, let go of the mouse when you see the blue horizontal line appear in between documents.

Sending with iOS

1. Launch Tap Forms on both devices.
2. Tap the action menu button at the top left of the screen (next to the “+”).
3. Tap “Send Document”.
4. Choose the file you want to share.
5. Locate the device in the AirDrop section and tap on it to send it over.

*On iOS, you can also share your document by means other than AirDrop, like Messages, Mail, etc.

iTunes File Sharing

If your devices aren’t compatible with AirDrop or you’d prefer an alternative method, you can also use iTunes File Sharing to send a file between iOS and Mac.

1. Launch iTunes and plug your device into your Mac
2. Click on your device in iTunes
3. Find the iTunes File Sharing area. In recent versions of iTunes, there’s a separate File Sharing area. However, on older versions of iTunes, you have to navigate into the Apps area and then scroll all the way down until you see the File Sharing area.
4. Scroll down to find Tap Forms in the list of apps and click on it.
5. You will see the Tap Forms Documents area appear on the right.

6. Drag a .tapforms document file from your Mac into the Tap Forms Documents area on the right in iTunes.
7. If you’re wanting to copy from an iOS device to your Mac, drag the file from iTunes to your Mac.

*If you select a file in iTunes, pressing the Delete key on your Mac’s keyboard will delete it from your iOS device.

Now that you have the same document on each device, you may now proceed to setting up either Nearby or Cloud syncing.

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