Attach a Document to a Form Answer

You can attach a document to a form answer to store the file with the answer in Field View.

You can attach more than one document at a time. Documents must be under 20MB.
  1. Select the menu icon in the upper left corner, then choose Forms.
  2. Select the Forms tab if it is not displayed.
  3. In the REF column, select the Form number you want to work with.
    Note: You can filter the list of forms to make it easier to find the form you want to work with. See Filter or Remove Filter from the List of Forms for details.
  4. Select the Documents button in the row for the form answer you want to attach a document to.
    Note: If there are documents attached to the form answer, a red icon in the corner of the button displays the number of documents attached .
    The Form Answer Details window appears.
  5. Select Upload .
  6. Select Choose Local Files or Add Files From VFP. You may have to link your Viewpoint For Projects account.
    The File Upload or Upload From VFP window appears.
  7. Browse to the file, select it, and choose Open or Upload.
    Note: You can hold the Ctrl or Shift key to select multiple files.
    You can see the status of the upload in the Form Answer Details window. Wait for the status to change to Complete for all documents before continuing.
  8. Select the Close button in the upper right corner to close the Form Answer Details window.
    The Form is saved automatically.