When building a File Upload item in your Info Request, you can guide the way your client uploads the files to their SideDrawer!

Clients have 3 different options for file uploads, based on whether you toggle the Unique Record feature when building the Info Request:

1. Drag & Drop – client selects the file or files, drags them over, and drops them in to create a new Record housing all those files

For this option, the Unique Record box is checked:

Here's what it looks like from the client side - all files are automatically stored in a single Record:

2. Multiple Drag & Drop – move files one at a time to create separate new Records for each file or batch of files

3. Search Existing Records – use the magnifying glass icon to search for Records within your SideDrawer, add the Record to the Info Request, and drop files directly to the existing Record

For these options, the Unique Record box is left unchecked:

Here's this version in the client view - clients can create multiple Records and name each one, or use the magnifying glass icon to attach an existing Record, and save files there:

We hope this streamlines your experience!

For more details on Info Requests, check out our article here