Attach a document to a Form

TaliRXM · 01/13/22

Hello,

Can you attach a document to a Form?

Thanks!

Paul H · 01/13/22

Yes, add the File Upload element when creating your form

TaliRXM · 01/13/22

Thank you.

The form is already created and I share it with external partners. I'd like to include a document so they see it when receiving the link to the form. Meaning I want to share a form with another document attached:

Thanks!

Andrée Starå · 01/13/22

Hi @TaliRXM

I hope you're well and safe!

To add to Paul's excellent advice/answer.

Here's a possible workaround or workarounds

Use a Dashboard and have the document on one side and the form on the other.
Include a link to the document in the form to open it separately.

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!

TaliRXM · 01/13/22

Thank you both.

As I said, the Form is already created and shared with external partners so they can submit their proposals.

A Dashboard will not work for that reason.

I'd like to include a document in the form so that when an external partner receives a link, it will show the Form ready to be filled out and submitted, and also will show the other attached guidelines document.

Thanks!

Paul H · 01/14/22

You can put a link in the form description field to a onedrive, box, or other cloud file storage,

Andrée Starå · 01/14/22

@TaliRXM

Happy to help!

I missed the part where it was already shared.

The best option would probably be the link-in form option.

✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

TaliRXM · 01/14/22

Thanks.

How do I create a link in the form?

TaliRXM · 01/14/22

Thank you both, again

So the hyperlink is crated in a cell in the actual sheet, correct? not in the form

The problem is that because the form is going externally, not sure how I can have it available

thanks!

Paul H · 01/17/22

The link would be placed in the form description

TaliRXM · 01/18/22

Thanks

Attach a document to a Form

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