How to set up the OfficeTools by CARET Mobile Companion App

Prerequisites

Before you install or use OfficeTools by CARET Mobile Companion app, do the following:

Ensure that all OfficeTools by CARET services are running.
Ensure that OfficeTools Workstation is updated to version 3.1.363 or greater. The server components will also need to be updated. Visit the changelog to download the update and server components.
Know your OfficeTools by CARET account number. It is located on the My Company Information and Settings window (Setup > My Company > Information and Settings).
Set up your staff email account. Your OfficeTools by CARET Mobile Companion app login email address will be the email address tied to your staff account in OfficeTools by CARET. To set this up, navigate to Setup > Staff > Information.
Set up your OfficeTools by CARET password. Even if you don’t use a password to login to the OfficeTools by CARET desktop application, you will be required to use a password to use the mobile app. To set up a password go to Setup > Staff > Information > Admin. The password must be a minimum of 8 characters long.