It's recommended to allow the client to data entry as much as possible through Public Forms, which includes document collection to support the case. This saves data entry time for staff, and is more secure than email since it's uploaded over an encrypted connection.
Document fields can be added to a Public Form for an external user to upload documents. The uploaded document will be added to the record's Documents and other forms where the Document upload field is shown.
The Public Form must be set to require user login, so SAM will connect the documents to the proper record.
Once a Document has been uploaded and the form saved/submitted, a Document record will be added to the Main Entity's Documents.
Users can replace a document uploaded through a Public Form. To do so, click the "Upload New/Replace Existing" link. SAM will overwrite the existing file.
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.