Can I embed a document in an intake form?

NCharleb

Good morning,

We would like to include a faq sheet in our intake form to allow the requestor to view. Possible?

Always appreciate your time.

Nadine

Andrée Starå

Hi @NCharleb

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

• Add a link to a PDF or similar
• Use a Dashboard/Portal split in two where one side has the FAQ and the form on the other.

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!

Andrée Starå

Hi @NCharleb

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

• Add a link to a PDF or similar
• Use a Dashboard/Portal split in two where one side has the FAQ and the form on the other.

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!

NCharleb

I think adding a link for now will work best. You know, they needed this yesterday!

Andrée Starå

@NCharleb

Excellent!

✅Remember! 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!