The Upload Files interactive action enables Form recipients to add files to the Form. These files will be stored in Salesforce in the Signature record Notes&Attachments or in Files (see Signed PDF Settings).
You can edit the Upload File tag properties:
In the Form Data Tags pane, right-click the Upload Files tag and select Properties. The Upload File Field Properties window is displayed.
In the File Options tab, you can define the uploaded files’ type, the maximal number and size of the uploaded files and error messages’ text in case of violations.
If Manadtory To Fill is selected, the Form recipient will not be able to submit the Form without uploading a file.
In the File Name text, you can also edit the textual notation to present to the Form recipient in the list of files already uploaded.
Uploaded File Metadata
When you save the uploaded files as Files, you can add a custom property for metadata which will be added to the uploaded files in Salesforce.
You need to add one or more fields to the Content Version object that will hold the metadata.
- Access the Content Version object and click New to add a new field.
2. Enter a name for the new field, make note of the API name (i.e. File_Metadata__c) and save.
In the Designer
3. In the Custom Properties tab of the Upload File Field Properties window, in the Property Name textbox, enter the API name of the new field, and in the Property Value textbox enter a value that will be added to the uploaded file.
4. Click Save.