The "Attach File" task allows a user to upload a piece of information that may be required for further advancement in the application process. Examples include transcripts, resumes, photographs, or a video or audio file portraying a talent of the applicant.
How to Create an Attach File Task
In order to create an Attach File task in your site:
- Go to your Workflow
- Click on the Name of the stage to access the stage configurations
- Click on the Tasks tab
- Click on the + icon
- Select Attach File
- Complete the task settings as listed below
This is the name of the task that will be visible to your applicants within their task list.
Select "Limit File Formats"
Set what type of file you are looking for your applicants to attach
|Limit File Formats||
Set a limit on which file formats you wish to accept.
Available file formats will depend on the previously selected File Type. For more information please refer to Accepted File Formats.
Allow your applicants to upload multiple files within the same task.
When you enable this you will also be able to set a minimum and a maximum number of uploads (attachments). This can be useful if you require a specific amount of files. For example, if your applicants have to upload exactly 5 images to support their application you can set the minimum and the maximum to be 5.
|Max File Size||
Set the Maximum size of the file you wish to accept. Your applicants will not be able to upload a file over this size.
We typically suggest a maximum file size of 1000MB. The smaller the file size, the faster it will be to upload and view on the site. Files that are too large may experience difficulties while uploading or downloading the file in the site.
This description is shown to applicants who complete this task.
Specifying instructions is optional. When checked, the Visual Editor is displayed which allows the content to be formatted accordingly. This description will be visible to your applicants within the application underneath the task.
Make your task Optional.
By default, your task will be required to complete. If you wish to allow your applicants to proceed without completing the task you can set the task to be optional.
Set a deadline on your task.
Decide if you wish to prevent applicants from completing the task after a certain date.
Enabling this setting will mean that applicants will not be able to edit the task once they have fully completed it.
The tasks you set as Prerequisites will need to be completed in the site before this task becomes available. A common example of this is if you wish to force your applicants to complete a Basic Information form task before this task becomes available.
TIP! Select "Hide task until prerequisites are met" if you wish to make it clear to your applicants that they need to complete the prerequisite first.
|Set who can edit this task||
Determine who this task is to be edited by:
Applicants refer to the owner/ creator of the application and Collaborators refers to any additional users added as members to the application.
If set to Applicant Only or Collaborator Only, the task will still be visible to the other user type, however, it will not be editable.