Plan: Not Available: Intermediate, Pro Available: Elite
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
Yes. An upload field can be added to a Form template, allowing clients to upload additional documents when submitting a Form.
How does this work?
- Add the Upload field to the relevant Form template.
Tip: If multiple files need to be uploaded, ensure the "Multiple Uploads" field is selected in the File Upload Component.
- When the client completes the Form, they can attach one or more documents using the upload field. Note the following file upload limitations:
- Individual files must be less than 30 MB.
- A maximum of 20 files can be uploaded at once.
- ZIP and .exe files are not supported.
- Image files have a maximum size limit of 10 MB.
- Files with duplicate names are renamed, name (2).ext, name (3).ext and so on.
- Characters not allowed in file names (\ / : * ? “ < > |) are removed automatically.
- File names longer than 150 characters are automatically truncated.
- Once the form is Submitted, the uploaded documents are automatically filed to FYI.
- The uploaded documents are stapled to the original Form document for easy reference.
This ensures all supporting documentation is stored together with the submitted Form.
Refer to Creating Forms Templates for more information.