Using our upload widget, you can provide an easy way for users to add files to any form.
Often, this function is utilized by admins when in need of a copy of a user’s health records, photos, or agreements physically signed by multiple parties (use our esignature tool if not!).
The system can accept many file types (PDF, DOCX, PNG, MP3, AVI, etc…) and sizes up to 10 Mb.
Add the upload widget to a form
In the Form Management module, when editing a form, add a new field and select the upload widget. On the front-end, users will be able to upload document attachments.
Add a file to a user record
You can also access a user’s form from the back end, and upload a document on the form yourself. In User Management, select your user and the forms tab. Locate the appropriate form and upload the document. This can also be done on Admin-Only forms you create within your project.
View and download files users have uploaded
To view and download documents that have been uploaded, simply click on the form where the upload widget is, on a specific user, and you can click the file and download it through your browser.
An easy way to select only the group of people who have uploaded a file is to make the upload widget mandatory and then filter for those users that have completed that mandatory form.
Click the Search bar and select “Forms and Fields.”
Then select the form that has the upload widget in it, and select “Form Complete” and “Done.”
That form will appear on your screen with the list of selected users on the left. You can navigate to each user’s form by clicking their name.
When you are ready to download the previously uploaded file, you should click “Form Actions” in the top right.
There are two options that will achieve your goals in the Download section: Form for the current user or Form for ALL users.
Regardless of which option you select, both the PDF of the form(s) and the file(s) in the form(s) will be available in your newly downloaded zip file.
Just click “Download File.”