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How to add a Document Upload action

Last Updated: 2022/05/04
  • Click on the ‘Forms & Actions’ tab to configure the status page. This will display a blank box with an ‘Available Actions’ bar on the right-hand side.
  • Drag and drop the ‘Document Upload’ action from the Available Actions into the blank box.

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  • Add a title into the ‘Title’ box. This will display at the top of the ‘Document Upload’ panel on the status page.
  • If you want the status to change once a document(s) is uploaded, add the status you want to move on to in the ‘Move Status?’ dropdown box. If you do not wish for there to be a status change, you can leave this blank.
  • In the ‘Visible to’ box you can add users who you want to be able to view the ‘Document Upload’ action. Internal Users can see the content by default.
  • Under ‘Visibility Rules’ you can hide the ‘Document Upload’ action until question(s) from forms are answered by clicking the ‘Add Question’ button and adding a question. You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
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