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About the File Attachment field
About the File Attachment field

Enable your Form Users to include files with their Form submission using the File Attachment field.

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While your Form User provides most of the necessary information when they fill out a Form, with the File Attachment field your users can include external files with their Form submission.

File Attachment field file requirements

With file attachment, your Form Users can submit up to files up to 10 MB in size. Users can include files external to the Form. Modify your requirements in Field Properties.

Screenshot displaying the Field Properties panel for the File Attachment field.

Here, you'll decide the file types, quantities, and sizes when you include this new field. By default, all file types will be accepted if they meet the size requirements. The default max file size is 10 MB, but you can modify your settings to limit files to a smaller size.

Determine the types of files your users can include with the Allowed File Types drop-down menu. Select from Documents, Images, Spreadsheets, .csv, .gif, and .ps files.

Documents includes .doc, .docx, .pdf, .pptx, .rtf, and .txt files.

Images includes .ai, .bmp, .gif, .ico, .heif, .jpeg, .jpg, .png, .ps, .svg, .tif, and .tiff files.

Spreadsheets includes .xls, .xlsx, and .csv files.

You can also type in specific file types to further narrow restrictions on your file submissions.

The number of files a Form User can submit per field depends on your account tier. Team accounts can include a maximum of 2 files per field. Advanced and Enterprise Accounts can include a maximum of 10 files per field.

Access to attached files

Form Users can include files in Form or List View in the GoFormz mobile or web app. The included files can be viewed by anybody with access to the drafted or completed Form, including members of any Group who owns the completed Form.

πŸ—’οΈ Note: Admins have access to the Form, including any attached files,
​whether the Form remains a draft, or is completed.

Access attached files when you open the Form to which the files are attached in the Form Editor. With the Form open in the Form Editor, you'll click the file attachment field.

Screenshot displaying a file attachment field with an indication to click the field in the Form Editor of the GoFormz web app.

A menu will open where you'll click the download icon next to each included file which you want to download.

Screenshot displaying the location of the download icon in the file attachment field modal in the Form Editor of the GoFormz web app.

Your selected file will begin to download.

You can also leverage file attachment fields within your automations.

File Attachment and your automations

The files your Form User attaches are only accessible in GoFormz. If the completed Form is emailed using a Template Event, then any files included in the File Attachment field will not be automatically included.

This is also true when you export a Form as a PDF. If you want to save the files included in the File Attachment field, you'll need to download the attached files separately.

File attachments are only accessible on the Form Editor while viewing the Form. Send your files to a third-party platform when you include the Get Form File Attachment step in a custom Workflow.

πŸ—’οΈ Note: Contact Pro Services for more information about custom Workflows.

Below, we'll detail how to add a File Attachment field to a Template and attach a file to a Form.

Add a File Attachment field to a Template in Form view

Follow the steps below to add a File Attachment field to an existing Template in Form View.

  1. Access the Template you want to modify in the GoFormz web app's Templates tab.
    ​

    Screenshot displaying the Templates tab of GoFormz with an arrow pointing to a template file labeled "Work Order A."


    ​

  2. Drag a File Attachment field from the New tab in the Template Fields panel to the desired location on your Template.
    ​
    ​

    Screenshot display of GoFormz Template Editor in Form View with the File Attachment Template Field highlighted.


    ​Note: The number of files your Form User can submit depends on
    ​your account type. Modify this quantity in Field Properties.
    ​

  3. In the Properties menu, provide the properties for your new field.
    Here is where you select file quantities, types, and size.
    ​

    Screenshot display of the GoFormz Template Editor in Form View with the Field Display Properties visible on the right-hand side of the image.


    ​

  4. Under Display in Field Display properties, stylize your new field.
    ​

    Screenshot displaying the Field Properties panel for the File Attachment field.

  5. Click Save Draft.

  6. Click Preview to verify your new field functions appropriately.
    ​
    When successful, your field will allow you to browse for local files on your device.
    ​

    Screenshot displaying the file attachment menu in GoFormz Form View.
  7. Click Publish.
    Your updated template will now be available to your Form Users.

Add a File Attachment field to a Template in List View

Follow the steps below to add a File Attachment field to your Template's List View.

  1. Access the Template to which you want to add a File Attachment field in the GoFormz web app's Templates tab.
    ​

    Screenshot displaying the Templates tab of GoFormz with an arrow pointing to a template file labeled "Work Order A."

  2. Drag a File Attachment field from the New tab in the Template Fields panel to the desired location on your Template.
    ​
    ​

    Screenshot displaying the File Attachment field in the List view of the GoFormz Template Editor.

    ​
    ​Note: Modify the quantity of files your Form Users can submit in Field Properties.
    ​

  3. Under Display in the Field Display Properties panel, stylize your new field.
    ​

    Screenshot displaying the Field Properties panel for the File Attachment field.

  4. Click Save Draft.

  5. Click Preview to verify your new field functions appropriately.
    ​
    When successfully included, your field will allow you to find files on your device.
    ​

  6. Click Publish.
    Your updated Template will now be available to your Form Users.

Add files to a Form submission using a mobile device

The following steps will show you how to add files to a form in either List or Form View using your mobile device.

πŸ—’οΈ Note: GoFormz Windows app users will vary in appearance from the images here, but the functionality is identical.

  1. Open the Form you want to modify.

  2. Tap 0 Attachments.
    ​

    Screenshot displaying a generic form in the GoFormz form view on an iOS device. Included is an attachment field indicating the form currently has zero attachments.


    ​

    A File View menu will open.


    ​

    Screenshot displaying the File View menu in the GoFormz iOS app.

  3. Tap Add File.
    ​
    ​
    Select your desired file type - either Files or Photo Library.
    ​

    Screenshot displaying the iOS option to select either Photo Library or Files in the GoFormz iOS app.


    The corresponding file menu will open.

  4. Select the files you want to include with the Form.
    When your files are uploaded correctly, the field will display the number of uploaded files.
    ​

    Screenshot displaying a form in the GoFormz iOS app with a file attachment field indicating that the form has nine attachments.
  5. Complete the Form as necessary.

Submit files on a Form using GoFormz Web Editor

The following steps will show you how to submit files on a Form in Form view using the GoFormz Web Editor.

  1. Open the Form you want to modify.

  2. Click 0 Attachments.
    ​


    A File Attachment menu will open.
    ​

    Screenshot displaying the file attachment menu in GoFormz.


    ​

  3. Click Browse.
    ​
    OR
    ​
    Drag and drop the files you want to include with the Form into the File Attachment, then move to step 5.
    ​

  4. Select the files you want to include with the Form.

    Screenshot displaying multiple files selected in the file attachment browser of the GoFormz Web Form Editor.
  5. Click Open.
    ​
    Verify that the correct files are included.
    ​

    Screenshot displaying the file attachment menu in GoFormz with multiple files included for upload.

  6. Click Done.
    ​

    Screenshot displaying a form in the GoFormz Web Form Editor with an indication that the form has six attachments.


    When your files are uploaded correctly, the File Attachment field will display the number of uploaded files.

  7. Complete the Form.

Submit files in Form view on the GoFormz Mobile Windows app

Complete the following steps to include files with your Form using a File Attachment field in Form view on the GoFormz mobile Windows app.

  1. Open the Form you want to modify.

  2. Click 0 Attachments.
    A File Attachment field will open.
    ​

  3. Click Add File.
    A file browser will open.
    ​

  4. Select the files you want to include with the Form.

  5. Click Open.
    ​

  6. Complete the Form.

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