Manage Form Attachments

Manage Form Attachments

Under Manage Form Attachments, you can choose to save your form attachments in third-party cloud storage services. You can save your form attachments in one of the following services:

Zoho Docs

Your form attachments will be saved to Zoho Docs when you choose this option. 

To do this, 

  1. In your form builder, go to Settings and choose Manage Form Attachments from the left menu. 
  2. Choose Zoho Docs service.
  3. Choose between an option to create folders automatically or manually map file attachments to specific folders in Zoho Docs.

Create Automatically

When you choose to Create Automatically, 

  1. A new folder labelled as ZOHO FORMS will be created in Zoho Docs.
  2. A subfolder will be created in the name of the form (e.g., Job Application) under ZOHO FORMS. 
  3. All attachments from this form will be saved in folders created as per the corresponding file attachment field's name (e.g., Resume, Experience certificate, passport). 

Here is an illustration showing the folder structure in Zoho Docs. 

Note: You cannot remap attachment fields to other folders if you choose to create folders automatically. However, you will be able to rename file attachments when you save it in Zoho Docs. 

Manage Manually

When you choose to Manage Manually, you can manually map attachment fields to folders in Zoho Docs. 

  1. Pick a parent folder (e.g., ZOHO FORMS) in Zoho Docs to save form attachments.
  2. Map each attachment field to a folder under the parent folder. You can choose an existing folder or create new folders to map attachment fields. 

Note: You can remap attachment fields to other folders if you choose to create folders manually. Also, you will be able to rename file attachments when you save it in Zoho Docs.

Dropbox

Your form attachments will be saved to Dropbox when you choose this option. 

To do this, 

  1. In your form builder, go to Settings and choose Manage Form Attachments from the left menu. 
  2. Choose Dropbox service.
  3. Authenticate Zoho Forms to access your Dropbox account.
  4. Choose between an option to create folders automatically or manually map file attachments to specific folders in Dropbox.

Create Automatically

When you choose to Create Automatically

  1. A new folder labelled as ZOHO FORMS will be created in Dropbox.
  2. A subfolder will be created in the name of the form (e.g., Job Application) under ZOHO FORMS. 
  3. All attachments from this form will be saved in folders created as per the corresponding file attachment field's name (e.g., Resume, Experience certificate, passport). 

Here is an illustration showing the folder structure in Dropbox. 

Note: You cannot remap attachment fields to other folders if you choose to create folders automatically. However, you will be able to rename file attachments when you save it in Dropbox. 

Manage Manually

When you choose to Manage Manually, you can manually map attachment fields to folders in Dropbox. 

  1. Pick a parent folder (e.g., ZOHO FORMS) in Dropbox to save form attachments.
  2. Map each attachment field to a folder under the parent folder. You can choose an existing folder or create new folders to map attachment fields. 

Note: You can remap attachment fields to other folders if you choose to create folders manually. Also, you will be able to rename file attachments when you save it in Dropbox.

Google Drive

Your form attachments will be saved to Google Drive when you choose this option. 

To do this, 

  1. In your form builder, go to Settings and choose Manage Form Attachments from the left menu. 
  2. Choose Google Drive service.
  3. Authenticate Zoho Forms to access your Google Drive account.
  4. Choose between an option to create folders automatically or manually map file attachments to specific folders in Dropbox.

Create Automatically

When you choose to Create Automatically, 

  1. A new folder labelled as ZOHO FORMS will be created in Google Drive.
  2. A subfolder will be created in the name of the form (e.g., Job Application) under ZOHO FORMS. 
  3. All attachments from this form will be saved in folders created as per the corresponding file attachment field's name (e.g., Resume, Experience certificate, passport). 

Here is an illustration showing the folder structure in Google Drive. 

Note: You cannot remap attachment fields to other folders if you choose to create folders automatically. However, you will be able to rename file attachments when you save it in Google Drive. 

Manage Manually

When you choose to Manage Manually, you can manually map attachment fields to folders in Google Drive. 

  1. Pick a parent folder (e.g., ZOHO FORMS) in Google Drive to save form attachments.
  2. Map each attachment field to a folder under the parent folder. You can choose an existing folder or create new folders to map attachment fields. 

Note: You can remap attachment fields to other folders if you choose to create folders manually. Also, you will be able to rename file attachments when you save it in Google Drive.

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