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Client file uploader

Ask your client to upload a file on a questionnaire, proposal, or lead capture.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 14, 2023

Have your clients upload files in a questionnaire, proposal, or lead capture form with the File uploader element.

You can upload most file types, as long as the file is under 8 MB per file. Files such as images, PDFs, documents, and gifs work well with the file uploader. Videos may not upload because most videos are large files over 8 MB.


Add a file uploader to your form

Open a form in Templates >> Forms and find the File uploader element. Click and drag it onto your form, or click it once to add it to the bottom of the form.

screenshot of file uploader element and how it looks in a form

🚨 You will only see the File uploader element on questionnaires, proposals, and lead capture forms. The file uploader isn’t available on contracts or sub-agreements because these forms are designed to capture e-signatures.

After adding the file uploader to your form, click on the element in the form itself to adjust the settings.

screenshot of file uploader settings

Allow multiple files: Toggle to Yes to allow your client to upload multiple files. Toggle to No if you want your clients to only upload one file — to select a different file to upload, your client must first click the trashcan icon on the original file.

arrow pointing to trashcan icon

Allowed file types: You can either allow all file types or only images and gifs (PNG, JPG, or GIF).


Download uploaded files

Files uploaded by the client can be accessed by opening the completed form:

  1. Go to Projects and select the client’s project.

  2. Click on the Forms tab.

  3. Hover over the form and click View.

    arrow pointing to view link
  4. Scroll down to where you added the file uploader to your form.

  5. Click on each file. The file will open in a new tab or window.

  6. Go to the new tab or window to download the file.

    • To save images, right-click on the image and click Save Image As.


FAQ

What is the file size limit?

Each file must be under 8 MB in size.

Can clients upload files directly to the client portal?

Not at this time. The best way to have your client upload a file is on a Dubsado form.

Is there a way to bulk download files instead of manually downloading each one?

Unfortunately, you must manually download each file one at a time.

What can I do if my clients upload a large number of files?

if you request a large number of files from your client, then an alternative is to share a Google Drive or Dropbox folder for your client to put files into.

You can add that link to a project and send it from the Forms tab using Create One-Time Link. For more information, see this help article.

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