Add an attachment field

An attachment field is used to capture additional information about every attachment uploaded to the attachments tab. For example, if your applicants need to submit project photos, each photo can have a field for date, location, description, etc.

Via the form editor

1. In the Manage workspace, navigate to Applications and click Edit form
   
   Note: for accounts utilising multiple forms, select the form you wish to edit from the drop-down that appears.
   
2. Open your attachments tab
3. Hover your cursor inside the small white box and click the + symbol when it appears
   
4. In the configuration tray that displays on the right side of the screen, select a Field type from the drop-down
5. Provide a Label (seen by applicants) for your field
6. Populate a Short title to be used in error messages and backend reporting
7. Under the Categories heading, choose whether the field is applicable to all categories or just some
8. In Access, select if the field is required
9. Save when finished

Via the Settings menu

1. From the Manage workspace, go to Settings > Applications > Fields
2. Click Add field
3. Choose Attachment field and click Next
4. Give the field a Label (seen by applicants)
5. Enter a Field order to control the order of fields
6. Choose the Field type and configure any field-specific options
7. Click Save

Delete a field

If you find that you need to delete an existing field, doing so is easy. Fields can be deleted from the Settings menu or directly from the form editor by following the steps outlined below. 

Settings menu

1. From the Manage workspace, go to Settings > Applications > Fields
2. If multiple forms are in use, choose your desired form from the drop-down at the top of the page
3. Click the checkbox next to the field/fields you wish to remove
4. Open the Action drop-down
5. Choose Delete

Form editor

1. In the Manage workspace, go to Applications
2. Click Edit form--if multiple forms are in use, choose your desired form from the drop-down
3. Locate the field you wish to remove and hover your cursor over it
4. Click the settings icon that appears
5. Choose Delete at the bottom of the configuration try that pops up

Video overview