The Attachment Fields feature will improve workflows by allowing Form Creators to add designated attachment fields throughout their forms, assigning them to specific step, and making them required. This will ensures that users can easily upload and manage any required documents, while reducing send-backs caused by missing attachments.
Note: This feature is only available for Form Creators. If you do not have form creator access, please reach out to your district's people admin.
With Attachment Fields, you can:
- Assign Attachments to Specific Steps: Specify when and where attachments are needed in your workflow.
- Make Attachments Required or Optional: Clearly indicate if a document is required or not.
- Label Attachments: Let users know exactly which document to upload
- Use with Field Logic: Show or hide attachment fields based on user responses.
- Allow Approver to Edit: Enable specific approvers to edit the attachment necessary.
How to Add and Setup Attachment Fields
Step 1: Open the Document Editor
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Open the folder you're updating and navigate to the Document tab.
Step 2: Add an Attachment Field
- From the document editor, select the Attachment Field option from the toolbar.
- Place it in the desired location on your form.
Step 3: Configure the Attachment Field with options below:
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Label the Field: Add a description so users know what to upload (e.g., "Driver's License").
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Assign a Workflow Step: Choose the step where the document is required.
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Set Requirements: Click on the field and select if the attachment is optional or required.
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Enable Approver Edits: Check the box to allow other approvers to make edits if needed.
Step 4: Finalize and Test the Form
Once all the attachment fields are set up, review and test the form to ensure the fields are correctly placed and assigned to the appropriate steps. If you're adding these to a live form, the updates will apply to all newly initiated forms.
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