Attach a Document to a Form
You can attach a document to a form to store the file with the form in Field View.
- Click on Forms in the header.
Click the Documents button in the row for the form you want to attach a
Note: If there are no documents attached to the form, the Documents button appears lighter in color. If there are documents attached to the form, the Documents button appears darker in color.The Form Details window appears.
- Click the Upload button .
Click the Choose Files button .
The File Upload window appears.
Browse to the file, select it, and click
Note: You can hold the Ctrl or Shift key to select multiple files.You can see the status of the upload in the Form Details window. Wait for the status to change to Complete for all documents before continuing.
- Click the Close button in the upper right corner to close the Form Details window.