File Upload
A File Upload field lets the client attach a file, for example a PDF or a Word document. At the end of the process, the uploaded file is sent with the results of the transaction, for example to the agent by email and to the archive.
A new File Upload field can be filled in by the client only, and it isn’t required. For the settings that all fields share, such as the label, permissions, dependencies and style, see Field settings. For photos and other images, use an Image Upload field.
Add a File Upload field
Section titled “Add a File Upload field”- HTML template: drag File Upload from the palette.
- PDF template: the palette doesn’t include upload fields. Under the palette, in File Uploads, click Add File. Set the Display Name, select File in Type, and turn on Mandatory if the client must upload a file. To remove the field, click its trash icon.
In a PDF template, an upload field isn’t placed on the page.
Settings
Section titled “Settings”A File Upload field has no Values & Display tab. Its settings are on the Validation tab:
| Setting | What it does |
|---|---|
| File name | The name of the uploaded file at the end of the process, for example in the email to the agent. See File names. When empty, a random name is used. |
| Allowed file types | The file extensions the client can upload. Type an extension and press Enter, or select one from the list. When empty, the client can upload pdf, doc, docx, xls, xlsx, ppt, zip and txt files. |
| Add file to client email at the end of the process | Attaches the file to the email sent to the client at the end of the process. The file is attached whatever the field’s permissions are. For example, in a workflow, every recipient who gets the client email gets the file, also recipients who can’t see the field. |
| Max file size (MB) | The largest file the client can upload, from 0 to 5 MB. The default is 1. |
| Error if no value entered | See Validation. |
File names
Section titled “File names”In File name, you can combine text with values from the form:
@followed by a field ID adds the value of that field, for exampleID-@id_number. Separate the field reference from the text before and after it with a space, a comma, a semicolon or a hyphen.#timestampadds the date and time of the submission.
For example, Contract-@first_name-@last_name can become Contract-Dana-Levi.pdf. The extension of the original file is kept.
On the Style tab, Display button shows the field as a compact button, without a preview or download.
What the client sees
Section titled “What the client sees”- The client clicks the field and selects a file.
- The file is checked: it must be of an allowed type and not larger than Max file size (MB).
- After the upload, the field shows the file name. The client can download the file, and remove it to upload another one.
Conditions
Section titled “Conditions”In conditions, a File Upload field supports Empty and Not Empty.