Adding to a Form
To add an Upload Field to your form, which will allow you to upload documents associated with the form, simply click the Upload button under Available Fields section, or click and drag it into the desired location in your form.
Once it is added to your form, you can toggle open the settings and edit the field. For this field type, you can:
Change the Label
Set it as a Required field (adds a red asterisk next to the Label).
Filling out a Form
When filling out a form for a contact or group with an upload field, it will appear as below. Click the Choose File button to bring up a prompt of your computer's files. Then select the file on your computer to upload it to the field.
You can upload documents of the following type: PDF, Word documents, Excel documents, CSVs, images (JPGs, PNGs), or PowerPoint presentations.
Once you have saved the form result, you can view the form result and click on the uploaded document to download it to your computer.
You can also see the uploaded document in the contact's Documents tab.
