Add Image or PDF to Form

  • Updated

Add a custom image or PDF to a form, such as a site map, a traffic control diagram or a safe work method statement, so workers can open it from inside the form while they are filling it in.

Before you start

  • You will need Dashboard user access with permission to Forms and to Documents.
  • Have the file ready to upload. JPEG works best for images.
  • New to documents? Read Add Attachment Documents first.
  • The file is uploaded once and linked from the form. You do not upload it into the form itself.

Step 1: Upload the image or PDF to Documents

  1. Go to Resources > Documents.
  2. Click + Add document.
  3. Enter a Name for the document. Workers will not see this name on the form, so use something you will recognise later.
  4. Set Document type to Attachment.
  5. Upload your image or PDF.
    • JPEG files display best on the mobile app.
  6. Click Save.

Step 2: Copy the document link

  1. On the Documents page, click the ⋮ menu next to the document you just uploaded.
  2. Select Copy Link.
  3. Copy the link from the pop-up that opens.

Important

You must copy the link from the pop-up window that opens. The address in your browser bar is not the document link and will not work on the form.

Step 3: Add the link to your form

  1. Go to Field Data > Forms > Templates and open the form template you want to add the image to.
  2. On the question where the image should appear, tick the Weblink (URL) box.
    • You can add a weblink to any question type. Heading works best, because it puts the image above the questions it relates to.
  3. Paste the link into the Weblink field.
  4. Click Save.

Result

The next time a worker opens this form, the image or PDF link appears on the question you added it to.

Things to know

  • JPEG images display inside the form. Other file types, including PDFs, may require the worker to click the open icon to view the file.
  • One weblink can be added per question.
  • The link points at the document in Resources > Documents. If you archive or delete that document, the link on the form stops working.
  • To swap the image, upload a new attachment document and paste the new link into the form. Editing the form is what updates what workers see.
  • Large image files take longer to load on sites where reception is poor. Resize before uploading where you can.
  • Adding a weblink does not change any form results that have already been submitted.

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