| This feature requires Client Engagement access. View plans and pricing here. |
You can allow visitors to attach files directly through your contact or intake forms. This is useful for collecting documents, images, or other materials from clients during submission.
Adding a file upload field
1. From your Intake or Contact form, click Add field.
2. Select File upload.
2. Edit the Field label to name your file upload field.
3. Customize the Placeholder text with upload instructions for your visitors.
4. Choose whether the upload field is required to submit the form and whether to allow multiple file uploads.
5. Click Publish to update your live form.
File Upload FAQs
How will the files be sent to me?
All attached files are included in the submission notification email, but you must log in to view them.
Who can access the uploaded files?
Only logged-in users with access to Client Engagement can download/open the files. This protects personally identifiable content from being sent to other people by accident, such as forwarding an email. You can add new users and adjust permissions by following these instructions.
Are the uploaded files saved somewhere in my account, and will I be able to access the file in the future?
Yes. Uploaded files are stored securely in your B12 account and can be accessed at any time from the corresponding contact record in the Contact Manager.
What kind of files can be uploaded?
You can accept a wide variety of file types, including PDFs, Microsoft Office documents, media files, etc.
Is there a size limit?
The total file size limit is 75MB across all files uploaded.
What kind of information can I collect? Are the files encrypted?
Files are not encrypted, so we do not recommend accepting sensitive information in any form field or file upload, including, but not limited to, medical information