Skip to main content

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

Sam Mahboob avatar
Written by Sam Mahboob
Updated over 10 months 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:

Did this answer your question?