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Upload an attachment to a form

Upload supporting files to a specific field in a form instance so they are stored and tracked with the form.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance you want to update​

Navigate to the relevant form instance and open it so that you can add or update file attachments for its fields.

Open the form instance you want to update

Step 2: Locate the field that accepts file attachments​

Scroll through the form and find the field where you need to upload a file, such as a photo, document, or other evidence.

Locate the field that accepts file attachments

Step 3: Choose a file to upload​

Use the file picker to select the file from your computer, ensuring it has the correct type and is within the allowed size for that field.

Choose a file to upload

Step 4: Start the upload​

Confirm your selection to begin the upload process; the system prepares a secure upload link tailored to the selected field and form instance.

Start the upload

Step 5: Wait for the file to transfer securely​

The file is uploaded directly to secure storage using the prepared upload link; you may see a brief loading state while this completes.

Wait for the file to transfer securely

Step 6: Confirm the attachment is saved to the form​

Once the upload finishes, the system confirms the attachment against the form instance so it appears as an attached file for that field.

Confirm the attachment is saved to the form

Last updated: 2026-09-03