Using a Basic Form's Attachments Tab in the Form Settings Window

How to use the Attachments tab in the Form Settings window

The Attachments tab in the Form Settings window allows you to specify attachment options on a basic form

  1. Click  (Form Settings) on the toolbar to open the Form Settings window.
  2. Select the Attachments tab.
  3. Toggle Allow Attachments on Form on to allow attachments to be added on the basic form and to set the attachment options.

  4. Mark Required to require attachments on the form.

  5. Mark Exclude the Files as Attachments on Email if you do not want to include the attachment file on an email. This is useful when you don’t want to send a file to an end customer, or you know the attachments are too large for email, such as long videos. If you leave this option unmarked, the file attachments will be sent as attachments on the email, which is useful for customer-facing attachments, or when an email is sent internally to someone who may not have access to the storage location. When files exceed the limit set on email servers, no files are sent.

  6. Mark Take Video to allow video attachments on the basic form.

  7. Mark Select Other File(s) to allow other file attachments on the basic form.

  8. Select the attachment connection to use for storing the attachments.

  9. Mark the Add Existing File Name to New Name Below option to use an attachment’s existing file name as part of the new name. In the New File Name field, name the attachments to identify the file in the connection folder. If the file name contains characters that are not acceptable by the storage solution, the unacceptable characters are replaced with an underscore. You can enter the form name if you want it to be part of the file name. If this field is left blank, the file name that exists is used. The extension of the file is maintained, regardless of the file name.
    Note: If no attachment data connection is set up, fields and options related to anything other than a photo are disabled. 

  10. Click Save to save  your changes.