Image, Attachment, Smart Attachment, and Signature

Modified 3 months ago

Akaash Amalraj

There are three types of fields that can store data as files: 

  • Image.
  • Attachment.
  • Signature. 

Image field

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

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

You can add only one image 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 Remove button () that appears when you hover over the image. 

Validations

You can restrict the uploaded image type to JPG, JPEG, PNG, BMP, or TIFF. You can also limit the maximum size of an image to 100 MBs. 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. After allowing access, upload a file from your local drive or a cloud storage provider.  

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. Hover on the attached file and click the Remove button () to remove a file.  

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, TIFF, DOC, DOCX, PDF, PPT, PPTX, XLS, or XLSX.
  2. Set the attachment size to a maximum of 100 MB.
  3. Set the maximum number of attachments that can be added in a single field.
  4. Set the minimum number of attachments for a single field.  

Smart attachment field

The Smart attachment field automatically fetches data from an attachment like a receipt or an invoice, thereby saving the end-user time manually filling in the form fields. Our inbuilt Intelligent Document Processing (IDP) solution is simple and easy compared to the usual data entry method. 

Under Field properties, choose Field type as Smart attachment, Document type as Invoice or Receipt. Switch on the Autofill button if you would like to let Kissflow automatically populate data from an attachment when a user attaches a file to the form. You can disable the Autofill option to let the form user choose the suggestions recommended by our AI algorithm or manually key in the data into the fields themselves.

 

 

Click Attach files to upload a smart attachment in the live form. Upload a file from your local drive or a cloud storage provider. 

You can upload only a PDF, JPEG, or PNG file that does not exceed 20MB in size. Hover over the attached file and click the Remove button () to detach a file. 

When a file is attached to the Smart attachment field with the Autofill option selected, data is auto populated inside the form as shown in the screen recording below.

 

Even if the Autofill option is deactivated, the form user will receive Kissflow's smart recommendations. When users try to fill in a field manually, they can see the data retrieved from the document under Suggestions.

 

 

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 an already-configured signature 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 setting. Other signature widgets that are part of a form may still allow users to draw their signatures unless specifically deactivated.

Suppose signature drawing is disabled and the user's profile has no signatures. In that situation, the user must first configure a signature in their profile before proceeding with the form completion. 

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