Some forms allow you to add attachments, and in some cases, attachments may be required. This article will guide you on how to upload attachments, offer best practices, and explain how approvers can review and manage them. If you're a form owner looking to enable or require attachments on your forms, review this guide here.

How to Upload Attachments to Your Form 

Step 1: Locate the Attachment Field:

• Some forms will show attachment fields throughout the document and will request specific documents
  
• Some forms will have an unnamed upload section at the bottom of the form
  
• On mobile devices, a dropdown menu may appear to help you select files.

Step 2: Choose Your Files:

• On a computer: A file upload window will open where you can select your files.
  
• On a mobile device: Choose a file from your device, photo library, files, or camera. 
  

Step 3 :  Review Your Uploads:

• Confirm that the correct files are attached.
• Remove files by clicking the "X" next to their name if needed.
• Click Choose Files again to upload more files, if needed.
• Click "Done" once all files are uploaded 

Step 4: Finalize Your Submission:

• Ensure all required fields are complete, then click the red Continue/Submit button.
• For more information on submitting forms, review this video guide here.

Best Practices for Attachment Files

While most file types are supported (e.g., jpg, jpeg, png, bmp, tiff, pdf, doc, docx, txt, xls, xlsm, xlsx, csv, msg), the following best practices can improve accessibility and processing speed:

• Use Image Files When Possible:
  Image attachments (e.g., jpgs) are the easiest for district form managers to access, as they can be included when forms are downloaded or printed in bulk.

  • If your files are in other formats, consider capturing them as screenshots or taking a photo of your document and uploading it as an image.

  • Non-image formats may require individual downloads, which could delay form processing.

• Attach Files Individually:
  If you experience loading delays, try uploading your files one at a time to avoid interruptions.

• Be Mindful of Attachment Limits:
  There is a limit to the number of attachments you can add, typically between 10–15 items depending on file size.

  • If you reach the limit, contact Support to get in touch with your district form manager for guidance on the best next steps.