Overview
- Allows administrators to put an instructional/information file directly on the form
- By default, these files do not show in the PDF application packet for admins and reviewers, but that can be changed by administrators (see G below).
- Accepted file types: .doc, .docx., .xls, .xlsx, .csv, .pdf, .ppt, .pptx, .jpeg, .png
- These cannot be placed within Repeatable Sections.

Default Admin View

Settings Panel Sections

General

    A. Field reference - Unique identifier in the InfoReady database that does not show to applicants.

    B. Field label - Supporting document label

    C. Instructions (optional) - Any additional notes to help applicants upload the correct file

    D. Hide from reviewers - Check to not display the file to reviewers

    E. Hide field from applicants- Check to not display the file to applicants

    F. Upload a file - Click the folder to select a file from your computer.

    G. Include in the Application PDF - Check the box to include the file in the PDF packet users download.

• If checked but "Hide from reviewers" is also checked, the file won't show in the reviewer PDF.
• If checked but "Hide from applicants" is also checked, the file won't show in the applicant PDF.
• Any conditional logic is independent of this setting. For example, if a Supporting Document is shown only to certain applicants but then is marked to be included in the application PDF, it would show to all reviewers.

Logic

• Choose when the file is shown.
• Full instructions here: Adding Conditional Logic

Layout

    G. Display field on a new line

    H. Expand state - If this field is for an applicant's reference only, you may want to consider collapsing this field by default.

• Note: Inherit means the default values of the form-level settings are respected, i.e., the file will show as expanded and cannot be collapsed.

    I. Field label location - Choose if and where the label should show.

    J. Instructions location - Choose either under the field or under the field label.

Example Customized Applicant View

• From the Preview tab, here is how the Supporting Document built above would look to applicants.
• Click directly in the label or instructions fields to edit that text. 
• Switch back to the Designer tab to make any edits to logic or layout.

Expanded

Collapsed

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.