Collecting documents on Family Portal & Public Forms

Of course you're using Checklists to collect documents from a Family or client online. However, sometimes there are miscellaneous or supplemental documents needed for a family that aren't needed for the majority. 

In these situations, we'll want to use forms to collect the documentation. 

Setup Family Documents

Using Document Upload fields on Public Forms

Document fields can be added to a Public Form for end users to upload documents. Uploaded documents are added to the record's Documents section and are viewable from other forms where the document is shown.

The Public Form must be set to require user login, so documents are uploaded to the proper record.

Users can replace a document uploaded through a Public Form.

Setup a Document Upload Field

1. Open Form Customizer or Table to put the field on. 
2. Click Add (New) Field > Create New (Table) field from Form Customizer or  Create New Field from the table. 



3. Title the Field > Select "Document" Field Type



4. Select the Document Type from the list, associated with this Document Upload Field.
Often, the Field title and the Document Type are labeled the same. 


Use the edit link next to the list to modify the Document Type List.