We recommend utilizing the Form Designer template for the most flexible and customizable form building experience. The file upload functionality can be viewed in detail here: Form Designer Template: File Upload.
The information below lists instructions for how to add file uploads in the Funding template.
In the Progress Reports section, administrators can require Awardees to upload one or more files as part of their progress report(s).
Administrator View - Ask the Awardee to Upload a File
1. Select Yes to enable the file upload(s) section.
2. Choose how you would like to collect the file.
3. Add a label.
4. Add additional instructions for the Awardee.
5. Select if the file should be Required or Optional.
6. Click Add.
To add an additional file upload, click the Add Another File Upload link directly below the last file that was created:
Administrator View - Provide a file for the Awardee to Complete and Upload
The process is the same except in Step 2, you will:
A. Select the file from your computer.
B. Click Upload to attach the file.
Awardee View
- Awardees will always see Select File and Upload buttons.
- If the administrator provided a file, it will be listed below any instructions. The Awardee should click the file label or download icon to access the file.
Administrator View of Submitted Files
As awardees upload the files, they will be visible under the Progress Report(s) section from the application view. Click the PDF button at the top of the Application page to download the entire application packet, including progress report uploads.
Need to delete a file upload field in a progress report? Find directions in this article.
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.