This field allows you to create an upload box for external files. Participants of the envelope processing flow will be able to upload and download a file with it.
How to add a file field to the document?
To add the field to the document, use one of the field adding methods with the field icon in the Fields tab of the template editor menu
The field creation form will appear, where you should set field attributes
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Name - this is the name of a field
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Role name - this is a role which will be assigned to fill this field
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Placeholder - this text will be shown inside the field before it is filled in (can be left empty; field`s name will be used instead)
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Optional - this attribute specifies if this field is mandatory to fill
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File extension - this attribute specifies file extensions which will be allowed by the field. Next options are available: 1. All: .pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg, .png, .jpg, .jpeg, .tiff, .tif, .zip, .7z, .rar 2. File: .pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg 3. PDF document: .pdf 4. Image: .png, .jpg, .jpeg, .tiff, .tif 5. Archive: .zip, .7z, .rar
When all attributes are set, you can click the Save button and the field will be added. You can click the field to see its properties and update them. Also, you can delete the field in the same menu.
How to fill a file field in the envelope?
To upload a file to the file field, you should click it and select a file in the open file explorer window. You can upload only one file in one field. Maximum file size and size of all uploaded files in one envelope are set on instance, but the typical default values are 5MB and 25MB, respectively.
