Allow upload

Click Yes to allow users to upload documents.

Click No to disable uploading documents.

Use communication log

Click Yes to include the uploaded file as a communication log to the resulting order. Click No to include the uploaded file as an order document to the resulting order.

Communication log type

Select a communication log type to categorize the uploaded documents.

File types

Specify the allowed file type(s).
If you enter multiple file types, use a comma (,) as separator — spacing is not required.

Example
: docx,txt,jpg

This field allows you to further restrict the types of files that users can upload. The types of files allowed to be uploaded in Self-Service is limited by the file types specified in System Settings > Allowed File types (see also: System file types).

For example, in System Settings, if '.doc' is the allowed file type and here you try to specify a '.txt' file, an error will display.

System file types

Displays the file types specified in System Settings. In Self-Service File types, you can only specify (a subset of) file types matching the ones displayed here.

Max. upload size (MB)

Specify the maximum file upload size. The maximum file upload size cannot exceed 20 MB.

Max. number of uploads

Specify the number of files that can be uploaded (range 1-50).

System max. upload size (MB)

This setting shows the current system wide allowed upload size for secure documents, as set in System Settings - File locations.

Label

A translatable label for the upload block; typically this is Files.

Help text

When you enter an instructions here, these will be shown as an Info icon for the upload field.