Forms & Onboarding

A file will not upload to a form

Troubleshoot an attachment that fails during onboarding.

Steps

  1. 01Confirm the file is a normal business document or image.
  2. 02Rename the file using simple letters, numbers, hyphens or underscores if the filename is unusual.
  3. 03Try a smaller version if the file is extremely large.
  4. 04Keep the browser open until the upload finishes.
  5. 05If the same file repeatedly fails, create a support case and identify the file type and approximate size.

Important checks

+ Do not send executable files.

+ A screenshot of the upload error is useful for support.