Within Teamwork, you can add a file attachments option to intake forms on your projects allowing the person submitting a form response to include files.
Note: Intake forms are available on per-user Pro/Deliver subscriptions and above.
Adding an attachments option to a
When creating a form, it will be populated with name and email input fields by default. You can keep or remove these fields, as well as add additional options.
Note: Client users and collaborators cannot manage forms on a project.
Using the Questions menu to the left of the form editor, click the Attachments option to add it to the form.
Once the Attachments field is added to the form editor, you can customize the options for the attachments field:
- give the
1, 5 or 10
When you click the See more option, you will also be able to restrict the attachments option to only allow certain file types.
You can use the Draft preview pane to view a draft of your form. Click Publish at the bottom of the form editor to save your changes.
In the published form, the file attachments area will detail the file limits you have set.
When submitting a response, the person can click the Browse option or drag and drop files directly from their computer.
Note: The Add more option will only be displayed once at least one file has already been added to the form. It will not be displayed if the form has a limit of one file set.
Viewing submitted files
Once a response is submitted through your published form, a new task will be created in the designated task list on the project.
The task description will contain each of the form's fields and associated values inputted by the submitter.
When files are included in a submission, they will automatically be saved as attachments of the associated task.
The task created from a form submission, along with any files submitted through the form, will appear in your project as created or uploaded by a service account named "Teamwork Bot."
For more information, see: Creating Intake Forms on Your Projects