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Upload and manage file attachments

Use the file field to upload, review, and manage one or more document attachments within a form.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form and locate the file upload field​

Navigate to the relevant form and scroll to the section containing the file upload field, identified by its label and any hint text explaining what documents are required.

Open the form and locate the file upload field

Step 2: Add files using the upload button​

Select the upload button next to the file field, choose one or more files from your computer, and confirm to start uploading; a progress indicator will show while each file is being uploaded.

Add files using the upload button

Step 3: Review attached files and check for limits​

After upload completes, review the listed attachments, including their filenames, and note any message about maximum allowed files; if you try to add too many files, an error message will explain how many can be uploaded.

Review attached files and check for limits

Step 4: Add additional files if allowed​

If the field allows multiple files and you have not reached the limit, use the upload button again to add more documents until the maximum number of attachments is reached.

Add additional files if allowed

Step 5: Address upload errors if they appear​

If an upload error message appears, read the error text (for example, about file limits) and adjust your selection by removing extra files or retrying with the allowed number of documents.

Address upload errors if they appear

Last updated: 2026-01-20