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Attach file (WA)

Please note:

These instructions apply to WA only.

This feature enables you to add files to your forms, allowing you to send or print a form with the selected attachments appearing as a single PDF.

Various types of files can be attached to your forms for record keeping purposes, however only PDFs can be appended to the form when printed/emailed.

  1. Open the form you want to attach a file to.

  2. Click Files in the form’s sidebar.

    Attach file - WA

  3. Click Upload File.

  4. Select the file you want to upload, or drag and drop it into the upload area.

  5. Select or clear the following options as required:

    • Convert image to PDF: Converts an uploaded image into a printable PDF.
    • Print with the form: Includes the PDF when printing the form. This setting can be changed later.
    • Convert PDF form fields: Converts existing fillable fields in the PDF into custom fields on the form.

  6. Click Upload to attach the file.

    Attach file - WA

  7. Click Close.

To add or edit fields on the attached PDF, follow the PDF Completion instructions.

Already have a managed file? Click Attach Managed File instead of Upload File, then select the managed file you want to attach.