Multiple Document Uploads - Document Collection

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Hello Everyone

I'm looking for some help.

I am trying to create a document request form which collects different documents from new customers.

I thought a single form with multiple upload fields would be the answer but it seems that only one upload field is allowed on each form.

Is there a way of adding multiple upload fields to a single form.

If not is there a solution or a workaround for this scenario and customer onboarding?

Thanks you

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    Hi @Lincoln Brown

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Multiple forms where one after the other loads automatically after submission, and each could be for a different document. (would be one document per row in the sheet.
    • Multiple Update Requests sent together. (one for each document)
    • 3rd-party form integration with support for multiple upload fields.

    Would any of those options work/help?

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Lincoln Brown

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Multiple forms where one after the other loads automatically after submission, and each could be for a different document. (would be one document per row in the sheet.
    • Multiple Update Requests sent together. (one for each document)
    • 3rd-party form integration with support for multiple upload fields.

    Would any of those options work/help?

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.