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1. Configure the File properties
Select the form you want to use and click Edit form. Double-click on the File field to add it to your form. Then, click on it to edit the properties.
Give the field a name, under Label, and select the File type: document, image, audio, video.
Here is a list of extensions which can be used:
Document type: doc, .docx, .odp, .ods, .odt, .pdf, .ppt, .pptx, .rtf, .txt, .vsd, .xls smf .xlsx.
Image type: Any type of image extension
Audio type: Any type of audio extension
Video type: Any type of video extension
You can also select a filename by manually writing it or using the available placeholders.
If you want this field to be compulsory, activate the Required button.
2. Configure your report
The file will automatically be added to your PDF report when using our standard PDF. Read all about configuring your PDF report.
Notes:
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You cannot add the placeholder to the email itself.
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Images will also be added as separate files to your email when selecting Attach all images in the Email tab.
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If you want to add the file to the Word integration export, use this placeholder: {%label}. For Example: {%image1}
3. How does it look in the App?
Click on Attach a document to upload your file.
Note: The max file size per File is 10MB.
4. How does it look in your report?
In the PDF report, all types of files will be shown. A download link will be added to the report.
In the Word integration report, only images will be shown.
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