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Document Upload Elements

Allows clients/prospects to upload multiple documents

Updated over a week ago

Please Note: There is a 32 MB limit per file that is uploaded with a limit of 100 MB total. If client uploads exceed this limit in the engagement, further files will not be uploaded.

Types of files accepted for upload: .jpg, .jpeg, .png, .gif, .bmp, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .zip, .pdf, .csv

​While in the template editor, navigate to the page/group where you wish to add the document upload element.

Add a new, empty cell if you have one on the template already. To add a new cell, click on an existing element where you'll see arrows pointing to the left or below. You can choose to create the empty cell to the right of the current one, or below it.

You'll then see an empty cell on your template

Click in the empty cell then click on the + icon.

If you're adding the upload element to a high security level template, you can opt to connect the upload element to the dataset. This will store the uploaded documents within the engagement and within the client's PreciseFP profile.

If the upload element is not connected, the files will stay associated with the engagement they were added to for review/download.

Choose 'Document Upload'

You'll want to create a title for your upload element, which can be whatever you'd like it to be. (i.e. Please Upload Statement Here)

Set the field as mandatory if you want to require the client interact with the upload element before proceeding. You can also select what type of files you want to allow within your document upload.

By default, all file types will be enabled:

You can set a limit to the number of documents that can be uploaded to a single upload field. This must be done in the dataset first with the changes being imported into the template if this field is connected.

*NOTE: 10 uploads is the maximum per upload field. If you have your document upload element in a group that has the add more button enabled they can click on the add more button for the group and then proceed to add an additional 10, and so on.

Once you're done click on the 'Create' button.  You'll now see the upload element on your template.

This will automatically add an 'add more' button on the engagement for the client thus allowing them to add multiple documents within the same upload element once the first document has been uploaded.

(Client/Co-Client point of view): The client has the ability to either select a file from somewhere on their device or drag and drop to upload. Once uploaded, they can click the red 'X' next to an uploaded file to remove it.

Note: If you add the element in the dataset, the files that your client attaches will be accessible in the client profile. If they are template elements only, the files will be stored in the engagement. Please view this tutorial to see the difference. You can also view this tutorial to see how to view attached documents.

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