Attach a document to a form

You can add documents to your forms to collect members' approval of your terms and conditions or for general consultation. Here’s how to do it:

Join document to server

1. Go to Members > Settings > Forms > Base Form or the desired form. Click on "Add a section." We recommend placing this section at the end of your form.
2. Name this section and check the box "Add a description for this section." Write the desired description to invite your members to review the document in question.

3. Select the part of the text you want to make "clickable" and then click on the button to create a link (see below):

4. In the new window, select "Browse the server," click on "Upload," and select the desired file. Once the document is selected, click "Choose" and then "Save" to add it to your text as a URL.

Join document to Consent Type Field

5. Next, create a field of type Consent.

6. In the field Label, write the message to be accepted, such as "I read and accept the terms and conditions." Then, drag the new field into your new section.

Here’s the result in Preview mode. For a preview of the document on a website, watch this video.

Important Note - It is not possible to modify a document in an existing section by going back to the server. To change the document, you must delete the section and create a new one following the same procedure.