Attach file

This feature allows you to add files to your forms, allowing you to send or print a form with the selected attachments appearing as a single PDF.

Various types of files are able to be attached to forms, for record keeping, whilst only PDF’s are able to be appended to the form when printed/emailed.

note

You will not be able to view the attachments within Realworks, only when it is printed or emailed.

1. Click the three dot icon in the row of the form you wish to attach a file to. Select the View button from the drop down menu

2. Click More from the top toolbar and Select Files from the drop down menu

   

   

3. A dialog will appear prompting you to select the attachment desired

4. Click Choose file button

   

5. Select desired attachment and click Open button

6. Click Upload button

   

   

7. Click Close button