File Upload Fields
Allow users to upload files, images, and documents with type and size limits. Support for digital signatures.
Important: Create Fields in QuickBase First
Before adding file upload fields to your SyncForms form, you must create them in your QuickBase table first.File attachment fields must be created in QuickBase before they can be used in SyncForms. Once created in QuickBase, the field will appear in the "Add Field" list when building your form.
Overview
File upload fields allow users to attach documents, images, and other files to form submissions. Files are uploaded to QuickBase and attached to the record. SyncForms supports both regular file uploads and digital signature capture. All file fields that write to QuickBase must be created in your QuickBase table first.
Regular File Uploads
Standard file upload fields allow users to upload documents, images, PDFs, and other file types. Files can be uploaded by clicking the upload area or by dragging and dropping files.
QuickBase Setup:
- 1In QuickBase, create a File Attachment field in your table
- 2Configure the field name in QuickBase
- 3Save the field in QuickBase
- 4In SyncForms, the field will appear as a file upload area with drag-and-drop support
File Restrictions:
- Maximum File Size: 75MB per file
- Supported Types: PDF, DOC, DOCX, Images, and other common file types
- Files Per Field: 1 file per field (QuickBase limitation)
Use Cases:
- Uploading resumes, contracts, or other documents
- Attaching images, photos, or screenshots
- Submitting PDF forms or reports
- Uploading supporting documentation
📎 Upload Methods:
Users can upload files in two ways:
- • Click to Upload: Click the upload area to open the file picker
- • Drag and Drop: Drag files from your computer and drop them onto the upload area
Once a file is selected, users can see the file name and size, and can remove it to select a different file.
Digital Signatures
File upload fields can be configured as digital signature fields, allowing users to draw their signature directly on the form. Signatures are captured as images and uploaded to QuickBase along with the form submission.
How to Enable:
- In SyncForms, add the field to your form
- Click the field to open settings and enable Digital Signature
- Optionally enable Require Signature Name to capture the signer's name and timestamp
Signature Features:
- Draw signature directly on the form using mouse or touch
- Clear and redraw signature as needed
- Optional name and timestamp capture for legal documentation
- Signature is saved as an image file and uploaded to QuickBase
✍️ Signature Name & Timestamp:
When "Require Signature Name" is enabled, users must enter their name before signing. The signature image will include both the signature drawing and a text line showing the signer's name and the date/time the signature was captured. This provides additional legal documentation for signed forms.
Adding File Upload Fields to Your Form
The process for adding file upload fields is the same as other fields - they must exist in QuickBase first.
Step-by-Step:
- 1Create field in QuickBase: Create a File Attachment field in your QuickBase table
- 2Open your form in the Form Builder
- 3Click Add Field and select your QuickBase file field
- 4Click the field to customize label, required status, and other settings
- 5To enable digital signature, toggle Digital Signature in field settings
Field Configuration
Customize how file upload fields appear and behave in your form.
Configuration Options:
- Label: Customize the field label (defaults to QuickBase field name)
- Required: Make the field mandatory (inherits from QuickBase if set there)
- Digital Signature: Enable signature capture instead of file upload
- Require Signature Name: Capture signer's name and timestamp with signature
- Help Text: Add descriptive text below the field to guide users
File Upload Process:
Files are uploaded to QuickBase after the form record is created. If file upload fails, the record will still be created, but the file attachment will be missing. Users will see an error message if the file is too large (over 75MB) or if there's an issue with the upload.
Best Practices
- Clear Instructions: Use help text to inform users about file size limits and accepted file types. This helps prevent upload errors.
- Required Fields: Mark file fields as required when documentation is essential for the form submission.
- Signature Fields: Use digital signatures for contracts, agreements, or any form that requires a signature. Enable name and timestamp for legal documentation.
- File Size Awareness: Remind users that files over 75MB cannot be uploaded. Consider compressing large images or documents before upload.