Embed reference documents in the form
Embed PDF, text document or excel sheets in the form. These quick reference documents give the mobile user an overview of the task in line with the form and make it easy for them to complete tasks on the form.
Document embedded in the form is displayed in the mobile application as:

To embed PDF or other files in the form:
-
Click the Dynamic Forms button on the left panel and click the
Dynamic Forms option.
Note: You can also expand the Menu
and click the Dynamic Forms option.
- In the Home screen, enter the name of the form in the Search Forms field or select a form from the Drafts or Categories section.
- Click on the form field at the left side.
- In the Edit Form Fields section, select DOC in the Field Type field.
-
In the Upload File field, browse and add the file.
Note: Upload File field is displayed only if you select the Field Type value as DOC.
- Click Save.