Image, Attachment, Smart Attachment, and Signature

Updated 2 months ago by Akaash Amalraj

There are three types of fields that can store data as files: Image, Attachment, and Signature.

Image field

The Image field allows you to upload and display an image directly on the form.

In the live form, click Upload image. Upload an image either from your local drive or from a cloud storage provider after allowing access. The image will be immediately displayed on the form. 

Only one image can be added for each field. If you want to change the image, click Replace image, and choose a new one. Remove the image entirely by clicking the X button that appears when you hover over the image. 

Validations

You can restrict the type of image that is uploaded: JPG, JPEG, PNG, BMP, or TIF. You can also set the maximum size of an image in MBs up to 100 MB. Learn more about all the validations.  

Attachment field

The attachment field allows you to upload many types of files to the form.

In the live form, click the Attach files button. Upload a file either from your local drive or from a cloud storage provider after allowing access. 

You can attach any number of files to a single attachment field. However, you can only upload a maximum of 10 files to the file picker at a time. To remove a file, hover on the attached file and click the X button. 

Preview is available for the PDF, XLS, XLSX, and ODS file types. Click the file icon to get a preview of the file without having to download it.

Validations

There are four types of validation rules you can apply. 

  1. Restrict the types of files that can be attached. Choose from: JPG, JPEG, PNG, BMP, GIF, TIF, DOC, DOCX, PDF, PPT, PPTX, XLS, or XLSX.
  2. Set a maximum attachment size up to 100 MB.
  3. Set the maximum number of attachments for a single field.
  4. Set the minimum number of attachments for a single field.  

Smart attachment field

The Smart attachment field fetches data from an attachment like a receipt or an invoice automatically thereby saving the time of the end-user from filling in the form fields manually. Our inbuilt Intelligent Document Processing(IDP) solution makes this herculean task(i.e. manual data entry) very simple and easy.

Under Field properties, choose Field type as Smart attachment, Document type as Invoice or Receipt, and toggle Autofill to ON if you would like to let Kissflow automatically populate data from an attachment when a form user uploads it. However, you can also choose to disable the Autofill option if you would like to let the form user choose the suggestions recommended by our AI algorithm or manually key in the data into the fields themselves.

In the live form, click the Attach files button to upload a smart attachment. Upload a file either from your local drive or from a cloud storage provider as necessary. 

You can upload only a PDF, JPEG, or PNG file that does not exceed 20MB in size. To remove a file, hover over the attached file and click the X button. 

The following screen recording is an example of how a Smart attachment field saves ones time if the Autofill option is enabled.

However, the form user will anyways see the smart recommendations from Kissflow even when the Autofill option is disabled. They can view the data fetched from the document under Suggestions when they attempt to fill in a field manually.

Signature field

The signature field enables you to collect electronic signatures.

There are multiple ways to ask a user to input their signature:

  • Users can draw their signature in forms either through a touch screen or mouse
  • Insert a signature already configured in the users About me section of the My profile page. 

Kissflow lets form creators restrict their users' ability to draw signatures if needed, forcing users only to insert the signature configured in their profiles. Disabling the “Allow user to draw signature” in signature widgets allows form creators to do that. 

This is a widget level configuration. Other signature widgets that are a part of a form may still allow users to draw their signatures unless the ability to draw is disabled explicitly.

Suppose the drawing of signatures is disabled and the user does not have any signature configured in their profile. In that case, the user will first have to configure a signature in their profile to proceed with completing the form. 


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