Save your team time by allowing clients to complete data entry through Public Forms and upload their case documents. This is also more secure than email since it's uploaded over an encrypted connection.
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 available for download by users from other forms where that Document is shown.
The Public Form must be set to require user login, so documents are uploaded to the proper record.
Once a Document has been uploaded and the form saved/submitted, a Document record will be added to the record's Documents, found on the sidebar.
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.