File Upload fields allow form fillers to upload documents or images as part of their submission. These files can be embedded into the final document or provided as separate downloadable attachments. This guide explains how to add a File Upload field and control the types and number of files allowed.
Instructions
- In the Form Builder, click Add Field in the section where you want to collect uploads.
- Select File Upload from the field type list.
- Enter your question label (e.g. “Upload ID Document” or “Attach Supporting Evidence”).
- In the extension settings, choose between:
- Image: Allows only image files (PNG, JPG, JPEG, SVG)
- File: Allows documents, spreadsheets, emails, and more
- Set any upload limitations:
- File type restrictions
- Maximum number of files
- Maximum file size (for images)
- Click Save.
File Type and Size Rules
- Images:
- Allowed: PNG, JPG, JPEG, SVG
- Max size: 10MB
- One image per upload field
- Files:
- Allowed: DOCX, PDF, TXT, MSG, ZIP, images, spreadsheets
- Max files per field: 1000
NOTE: Uploaded files will display their filename in the form. Images will show a thumbnail preview.
Tips for Use
- Use Image fields when files are to be shown within the body of the final document.
- Use File fields for supporting documents that should remain as separate files.
- Add clear supporting text so users know what file types and sizes are allowed.
Common Issues & Solutions
- Issue: The uploaded file isn’t showing in the document.
- Solution: Ensure the field is configured as an Image and the Word template includes a placeholder for image insertion.
- Issue: A user uploads too many files.
- Solution: Check the maximum number of files setting and adjust as needed.
- Issue: Invalid file type error.
- Solution: Confirm the correct file type (Image or File) is selected and only permitted extensions are used.