Documents block
Give the respondent files to read before they answer, such as a contract draft or a price list, as a download list inside the form.
What it is
A Documents block is a list of files you upload, with a title. Every respondent sees the same list, and can open or download each file. The block asks no question. To collect files from respondents instead, use a File Upload question.
Add one
- 1
Insert the block
Click Documents in the Blocks tab, or type / and pick it. Give it a title such as "Please read before you answer".
- 2
Add your files
Click Add document or drop files onto the block.
- 3
Name each row
Click a name to change it, for example "Lease contract draft" instead of "lease_v3_final.pdf".
- 4
Publish
The files go live with the form.
| What | Limit |
|---|---|
| File types | PDF and images |
| Per document | 25 MB |
| Per block | 100 MB, and 20 documents shown |
Office documents
Word, Excel and PowerPoint files are not accepted yet. Export them as PDF first.
Ask for confirmation
To make respondents confirm they read the files, add a required Toggle Switch below the block, titled “I have read the lease contract”. For several statements, use Checkboxes. For a signature, add a Signature question.
Check answers against the documents
An AI Validation below the block can read its documents and compare answers with them, as in “@Total amount matches the total on @Your invoice.” It reads the documents this respondent is shown, including the ones a request added.
In submissions and exports
Each submission records which documents the respondent was shown. You see the list in the submission, in exports, and in the PDF.
Different files for each recipient
A request created by an automation can add files for its one recipient, up to 100 MB. They show below your files, marked “For you”. Developers: see Documents for one recipient.