Add a Managed File to a Form

Please note

All users can add an existing Managed File to their form.

Once a form is created, attach a managed file from the in-form sidebar.

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

2. Click Files in the form’s sidebar.

3. Select the managed file you want to attach.

4. Click Done.

5. Once the PDF is attached, edit its fields as required. For instructions on adding and editing text fields and checkboxes, see PDF Completion.

6. Save your changes.