Learn how to add and edit annexures in Realworks, including how to upload, reorder, and manage files attached to a form.
Forms and annexures / addendums are automatically updated to comply with regulations and legislation.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- All the components of a form, including annexures and additional files, are shown in this section.
2. This one is the form itself.
3. We can add an annexure by clicking this button.
4. The platform will only display annexures relevant to the active form.
We’ll select the only one available here by clicking in this checkbox.
5. Click ‘Add Annexures’ to attach it to the form.
6. This annexure is now shown below the form in this section.
It can also be seen by scrolling down the form itself.
7. Let’s now add a document from our computer to this form by clicking ‘Upload file’.
8. Click ‘Browse files’ to select and upload documents from your device.
9. Close the file upload window once you’ve finished attaching your document.
10. All three documents are now shown to be part of this form.
By default, all additional pages are added at the bottom of the list.
11. Click ‘Re-order’ to arrange annexures and files in the sequence you want them to appear in the final document.
12. Drag the handle next to a file name to adjust its position in the annexure order.
13. Click ‘Save order’ to confirm.
14. The Cover Page we uploaded is now shown at the top of the list and is also shown as a placeholder page in the Form preview.
15. Next to each document is a ‘More Options’ (⋮) button.
16. Here you can set up e-signing placeholders on the file or delete it entirely.
