Can I create forms that require supporting documents?

Overview: 

We have recently enhanced the forms module to support document attachments. 

Admins can now create or edit existing forms to include a "File upload" element, which will allow users to submit supporting documents, such as receipts, contracts, signed approvals. 

TABLE OF CONTENTS

• Key Capabilities Introduced
• How to create a form with the "File Upload" element?
  • Step 1: Go to Create Forms
  • Step 2: Navigate to Part 2 (Design Form Content)
  • Step 3: Choose "File Upload" from Add Form Elements
  • Step 4: Configure the "File Upload" element to the form's requirements
  • Step 5: Complete further form setup and publish the form
• How to edit existing forms and include the "File Upload" element?
  • Step 1: Go to an existing form and click "Edit Form"
  • Step 2: Navigate to Part 2 (Design Form Content)
  • Step 3: Configure the "File Upload" element to the form's requirements
  • Step 4: Review further form setup and publish the edited form
• Important notes on files supported

Key Capabilities Introduced

• A "File Upload" element has been added to the "Other" category in the form element toolbar.
• Customise the label, make the document field mandatory or allow multiple file uploads (up to 10 files per submission)
• Add a description field to provide instructions to users on what documents are required for that form submission
• Approvers or reviewers will be able to view and/or download the file attachments from the submitted forms
• Exporting form submissions to Excel will now include a new column depending on the type of file upload setup; Single file exports as a direct link, while multiple files export as a zip link

How to create a form with the "File Upload" element?

Step 1: Go to Create Forms

• Navigate to the Create Forms modal by going to Forms > Manage Forms > Create Forms
  
  

Step 2: Navigate to Part 2 (Design Form Content)

• Complete Part 1 (Set Up Form Details) and Navigate to Part 2 (Design Form Content)

Step 3: Choose "File Upload" from Add Form Elements

• Click the + sign to view form elements
• Add the required form elements to build your form i.e. text & hyperlinks, add multiple choice fields and even rating & ranking elements
• Choose "File Upload" from the Others category to include in your form
  
  

Step 4: Configure the "File Upload" element to the form's requirements

• You may setup the "File Upload" element to the form's requirements as such:
  • Setup a Label Name i.e. Attachment(s)
  • Toggle on whether this element is required
  • Toggle and provide form instructions in Label description pertaining to the file upload i.e. Please submit supporting documents for extended leave request i.e. itineraries, receipts, etc
  • Toggle on "Allow Multiple Files" if the form requires multiple documents. Note: Maximum limit is 10 files per form submission
• You can then drag and drop the element to where you wish the file upload field should be displayed in the form

• You can click on the eye icon to preview how the element will be displayed to the users viewing the form

Step 5: Complete further form setup and publish the form

How to edit existing forms and include the "File Upload" element?

Step 1: Go to an existing form and click "Edit Form"

• Navigate to any forms created by going to Forms > Manage Forms
• Use the search function or locate the form and click on the three ellipses - click "Edit form"

Step 2: Navigate to Part 2 (Design Form Content)

• Click "Next" to get to Design Form Content
• Click the + sign to view form elements
• Choose "File Upload" from the Others category to include in your form
  
  

Step 3: Configure the "File Upload" element to the form's requirements

• You may setup the "File Upload" element to the form's requirements as such:
  • Setup a Label Name i.e. Attachment(s)
  • Toggle on whether this element is required
  • Toggle and provide form instructions in Label description pertaining to the file upload i.e. Please submit supporting documents for extended leave request i.e. itineraries, receipts, etc
  • Toggle on "Allow Multiple Files" if the form requires multiple documents. Note: Maximum limit is 10 files per form submission
• You can then drag and drop the element to where you wish the file upload field should be displayed in the form

• You can click on the eye icon to preview how the element will be displayed to the users viewing the form

Step 4: Review further form setup and publish the edited form

Important notes on files supported

• Accepted file types: images (.jpg, .jpeg, .png, .gif, .bmp), documents (.doc, .docx, .pdf), and spreadsheets (.xls, .xlsx)
• Max file size: 5MB per file
• Multiple file limit: 10 files per form submission

Still Need Help? 

Reach out to our support team should you need further assistance.