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How to upload files/documents and use them in capture forms

How to upload files/documents and use them in capture forms

Ally Evans avatar
Written by Ally Evans
Updated over 3 weeks ago

The videos below explain the process of uploading documents, creating document groups, assigning documents to capture forms, and creating a document request fulfillment action:

1) Uploading documents and creating a document group:

2) Assigning documents to a capture form:
https://help.leadliaison.com/watch/cTevrHniEXr


3) Adding the document group to an email and creating a document request fulfillment action:

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