Allow form fillers to upload files when filling out a form. This feature is useful to collect copies of ID, or relevant supporting documentation.
Overview
The "File Uploads" guide provides instructions on enabling and managing file uploads within Smarter Drafter forms. This guide is perfect for users who need to collect, manage, and integrate uploaded files, such as identification documents or other supporting materials, into form submissions and generated documents.
Learning Outcomes
By using this guide, you will learn how to:
- Add file upload fields to forms and configure them as required or optional.
- Utilise the "Use As" feature to manage uploaded files as attachments or merged images.
- Insert uploaded files into generated documents using the Smarter Drafter Add-In for Microsoft Word.
- Download and access uploaded files from the Submissions tab.