Administrators sometimes add a supporting document to their form when they need to ask for a file upload instead. If you need a user to attach a file (e.g., CV, budget, proposal) to their submission, add a file upload.


Comparison Chart


Supporting DocumentsFile Uploads
PurposeTo provide guidelines, information, or templates to applicantsTo collect a file from an applicant (i.e., the applicant will submit their own file)
Location(s)Details page and all form building pages (Requirements, Routing Steps, Progress Reports)Form building pages only (Requirements, Routing Steps, Progress Reports)
Toolbar sectionDesign Tools (top)Form Fields (middle)
Toolbar iconSupporting Documents paper clip iconFile Upload file folder icon
Configuration instructions
View full instructions here.
View full instructions here.


Default Views

Supporting Documents

  • Administrator must click Settings to select a file from their computer.
  • Though the default is to display the file on the application only, it can be included in the application PDF that administrators and reviewers have access to.
  • Layout: Administrators can choose to show the file to applicants as expanded or collapsed.

Admin view of Supporting Documents field


File Upload

Admin view of File Upload field


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.