Document Builder: adding form attachments

Leslie Murray

Hi there - Is it possible to add the attachments a user uploaded to their form to the Document Builder? I don't see the option to map, so I assume no, but can't seem to confirm that it's not possible anywhere. Also if there is a work around that would be great!

The form is a reimbursement form, and including at least a link to their receipts would be really helpful on the PDF.

Thanks!

Andrée Starå

Hi @Leslie Murray

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Leslie Murray

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Leslie Murray

Hi Andree - Thanks for your answer. Is it possible to save the form as a pdf when it's summited? Our current solution is emailing all the fields, and keeping a record of those.

Thanks!

Andrée Starå

@Leslie Murray

You're more than welcome!

Unfortunately, not automatically.

A workaround could be to use a 3rd party solution/integration.

Is that an option?