How To: Use the document field feature in the form builder

If you have ever wanted to share a document or have your managers/submitters upload a document to you with a form, here is how.

disclaimer.png Important Notes:

  • The document field allows users submitting forms to upload/attach a PDF, DOC, DOCX, XLS or XLSX file when filling out a form.
  • 25MB per file (1 file per Document Field)
  • The attach document field is not available for Windows machines running Windows 10.
  • You can ONLY add images and documents

  1. From the web-app click on 'Forms'
    Screen_Shot_2019-02-25_at_10.48.55_AM.png

  2. Select the form you wish to add documents to by clicking on the pencil icon
    Screen_Shot_2019-02-25_at_10.50.02_AM.png

  3. Click on 'Media' on the left-hand side and click on 'Document'
    Screen_Shot_2019-02-25_at_10.51.12_AM.png

  4. Click on 'Attach media'
    Screen_Shot_2019-02-25_at_10.53.29_AM.png
    disclaimer.pngNote: You can ONLY add images and documents

  5. The following screen will be pop out, and you will choose what you would like to attach and click 'Open'
    Screen_Shot_2019-02-25_at_10.55.49_AM.png

  6. The attached document will appear on the lower right-hand corner
    disclaimer.png Note: The document will be displayed next to the instructions on the form
    Screen_Shot_2019-02-25_at_10.56.57_AM.png

    In the following image you will see that you are able to:
    Name the document question
    Add any instructions
    Update the photo
    By clicking on the trash can icon you can remove the document
    Screen_Shot_2019-02-25_at_10.59.48_AM.png
  7. Once you're done editing the form make sure to click 'Publish' in the top right-hand side to save your edits. 

 

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