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

1. Open the template in edit mode.

2. Find File field in the Fields panel and add it to the template.

3. 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

Upload limits are set on your instance.

Typical defaults:

• max file size: 5 MB

• max total upload size per envelope: 25 MB

File extension values

All

.pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg, .png, .jpg, .jpeg, .tiff, .tif, .zip, .7z, .rar

File

PDF document

Image

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