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 labeled 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 labeled 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 Google Drive.

Create Automatically

When you choose to Create Automatically, 

  1. A new folder labeled 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: If you choose to create folders automatically, you cannot remap attachment fields to other folders for saving the files. However, you will be able to rename file attachments when you save it in Google Drive.

Manage Manually

When you select Manage Manually, you can manually map attachment fields to folders in Google Drive. You can choose to save such attachment files under My Drive or Shared with me.

  • Under My Drive, choose an existing folder or create a new folder to save the files. If no folder is selected or created, then all the files will be directly stored under My Drive.

  • Under Shared with me, select the folder under which you want to save the files.

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.

Change folder, rename files and send PDF of form submissions

When you choose to Manage Manually,

  • You can change the folder under which you want to save the files of an attachment field. Also, you can rename the file attachments when you save it in Google Drive.

  • If you want to change the file-saving location from My Drive to Shared with me or vice-versa, click on the pencil icon (as seen in the above image) and choose the desired location.
  • You can also choose to send form submissions as PDF files.   

OneDrive

Your form attachments will be saved to OneDrive 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 OneDrive service.
  3. Authenticate Zoho Forms to access your OneDrive account.
  4. Choose between an option to create folders automatically or manually map file attachments to specific folders in OneDrive.

Create Automatically

When you choose to Create Automatically, 

  1. A new folder labeled as ZOHO FORMS will be created in OneDrive.
  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 OneDrive. 

Manage Manually

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

  1. Pick a parent folder (e.g., ZOHO FORMS) in OneDrive 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 OneDrive.

Zoho WorkDrive

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

To do so:

  1. In your form builder, go to Settings and choose Manage Form Attachments from the left menu. 
  2. Choose Zoho WorkDrive.
  3. Click Set Up Your Team.
  4. In the pop-up, choose to create a team in Zoho WorkDrive.
  5. Select the desired folder and click Add​.

Store Form Submission as PDF

  1. Select Store form submission as PDF to store the form entries as PDF files in your selected drive.
  2. You can merge field tags while renaming the PDF attachment by clicking
  3. Click Save.​

Store Merged Documents​

You can auto-populate Zoho Writer templates with form responses using the Document Merge option under the Settings tab. The merged documents can be stored in any of the above mentioned drives under Manage Form Attachments.

To store your merged document:

  1. Select the Store merged document option.

  1. In the pop-up, you can choose the Document Merge template from either of the 2 sources:
    • Select Document Merge to choose a document template manually.
    • Select Email Notifications to store the merged documents attached to Email Notification templates.

  1. Click Done
  2. Click View/Modify your preference to select another document template.

Note: Only the templates configured under Email Notifications Settings for Added records and Form Rules for New Record will be used.

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