Upload via Records
Some databases include record templates that contain a file upload field. Users can upload documents directly through these records. The record may also require additional information to be entered alongside the upload.
What users can do in record uploads
- Upload documents from a record
- Drag and drop a file into the upload field
- Select and upload a file from the device
The upload field
When a record includes an upload field, it appears as a dashed upload zone labelled 'Drag & Drop or Click to Upload Attachment(s)'.
Example: Upload field in a record
How to upload via a record
| Step | Description |
|---|---|
| 1 | Navigate to the 'New' module and select the relevant record template. |
| 2 | Locate the upload field in the record. Drag and drop the file into the upload zone, or click the zone to browse and select a file from the device. |
| 3 | Complete any other required fields in the record. |
| 4 | Click 'Save' to submit the record. |