Attach Files / Forms to Draft Forms

Follow the steps below to attach files or forms to draft forms.

The only way to attach a form to a posted form is by adding a comment, replying or forwarding the form.

In IE 10, Firefox, Chrome, and Safari browsers, you can simply drag and drop documents from your local directory onto the Attached Documents tab. This can be done to attach documents throughout e-Builder Enterprise.

  1. Go to the Forms page.
  2. Open the form to complete or click Fill Out Form to open a new form instance.
  3. To attach files, click the Attached Files tab.
  4. Click the Attached Files tab.
  5. Click Attach Files.
  6. To upload a file from your computer: 
    1. Click Upload from your Computer.
    2. Select a destination folder and click Select.
    3. Click Browse to search for files to upload or drag and drop a file from your computer.
    4. Click Done.
  7. To select a file from the project’s Documents module: 
    1. Click Select from Documents Module.
    2. Select the file(s) and click Attach.
  1. Go to the Forms page.
  2. Click the Attached Forms tab.
  3. Click Attach Forms.

    4. The Attach Forms page is displayed.

  4. Filter for the forms you want to see.

    5. Results are displayed in the table below.

  5. Select the check box next to the forms you want to attach.
  6. Click Attach.

Remove an Attached File or Form

The user who attached the form / file, an administrator or anyone with a manage forms permissions can remove attached files or forms.

  1. Go to the Forms page.
  2. Filter for and then select a form.

    3. The Forms Instance page is displayed.

  3. Click the Attached Files tab.
  4. Select the check box next to the form you want to remove, and then click Remove Files.

    5. The word ‘Removed’ is displayed in parentheses next to the file name indicating that this file was removed from the form.

    You're able to reattach the same file by clicking the Reattach link located underneath the title of the file.

  1. Go to the Forms page.
  2. Filter for and then select a form.

    3. The Forms Instance page is displayed.

  3. Click the Attached Forms tab.
  4. Select the check box next to the form you want to remove, and then click Remove Forms.

    5. The word ‘Removed’ is displayed in parentheses next to the file name indicating that this file was removed from the form.

    You're able to reattach the same file by clicking the Reattach link located underneath the title of the file.