Add a File or Link on Form Start or Edit : RPM Software

When you start or edit a form, there will be a sidebar displaying your folder structure for the process. You can use this to attach files and links to your forms while you are editing form fields.

To attach a file or link, you can either drag and drop them into the folder or click the Add a link/Add a file button.

Add a file

To upload a file click on the Add a file button. Select the file you would like to upload.

You can choose to modify the name of the file, add Notes, and select the Security option for your file.

You can add additional files to your upload by clicking + Add more files.

Once you are done adding files, click the checkmark icon to attach the file(s).

To edit the uploaded file, click the pencil icon.

From here you can update the Name, Notes, Security, and Folder where it is located. Once the edits are completed click the checkmark to save your changes.

Add a link

To add a link to your form, click on the Add a link button.

Enter the Name of the link, the URL, and Notes. You can also set the Security setting for the link as well.

You can add additional links by clicking + Add more links.

Once you are done, click the checkmark to attach the links.

To edit the link, click the pencil icon.

From here you can update the Name, Notes, Security, and Folder where it is located. Once the edits are completed click the checkmark to save your changes.

Errors

The files Pending changes error can appear when you are trying to submit the form but a file or link edit is still open. Review your attachments and save/discard any changes before trying to resubmit the form.