File upload Field
This document explains how to add and configure the File field in a template, including extension groups and upload limits.
Use File field to let a participant upload a file during envelope processing.
Participants can upload and download the file from the envelope.
You can place this field in:
structured documents
Add a file field
Open the template in edit mode.
Find File field in the Fields panel and add it to the template.
Configure the field and click Save.
Field settings
Click on the placed field to reopen settings menu.
Name — field name shown in the document
Role name — role that uploads the file
Placeholder — hint text shown before upload (if empty, Name is used)
Optional — whether uploading the file is required
File extension — allowed file type group
File extension values
.pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg, .png, .jpg, .jpeg, .tiff, .tif, .zip, .7z, .rar
.pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg
.pdf
.png, .jpg, .jpeg, .tiff, .tif
.zip, .7z, .rar
Last updated