Many processes include one or more file uploads as part of the application. These are added in the Requirements section.


Notes: 
- This article specifically addresses adding file upload options when using the Funding template. If you are using the Form Designer template, see this article: Form Designer Template: File Upload
- If you need to collect audio or video files as part of the application, read this article for more information.


A box for the first upload is shown by default. Click Add Upload Option to add another file upload field.

Admin view of file upload section of Requirements page. Label, Instructions box (with editing features), and Add Upload Option button.

Customize the (1) label and (2) instructions for each upload, and (3) decide if it should be required or optional.

Admin view of second file upload

Applicant View

On the application form, applicants will see the instructions and choose each file to upload.

Applicant view of file uploads. 3 file upload labels, instructions, and buttons show.

Administrator View

  • When the application is complete, the file uploads will appear in the lower right section of the manage view of the application (accessed by clicking the submission title from the Data Grid).
  • The application ID is appended to the beginning of each attachment name.

Administrator view of uploads. Application Files section appears below Award and Reject buttons.

They will also be in the application packet downloaded as a pdf by reviewers and administrators with the same labels from the application form.

PDF view of file upload labels. Each file is listed on its own line with its associated page number.

Supported File Types

  • .doc
  • .docx
  • .xls 
  • .xlsx 
  • .pdf (PDF portfolios are not supported)
  • .txt
  • .csv
  • .rtf
  • .jpeg
  • .png


Note: If you collect attachments already in PDF format, application downloads will generate easier. For more information: Downloading PDFs: Troubleshooting Problematic Attachments


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.