Create a form with the Document element
- Updated: 2024/08/08
You can create a form using the Document element to select files.
Note: Because of the security restrictions that modern browsers
apply towards accessing local files, uploading a document to Automation Co-Pilot or Document Automation storage is a
prerequisite to use files in web forms (such as displaying it in a
Document element). Therefore to display local files, we recommend that you use
an Interactive Form in an attended bot. When designing a web form, the default local
file path is not applicable.
Procedure
- Create the second of two forms and name it Document Viewer Form.
- Drag and drop the Document element into your form designer from the Elements column. The Properties - Form dialog displays with relevant fields.
- Optional: Modify your document dimensions or keep the system default settings.
- Click Save to save your form session.
- Click Close to close the current form dialog.
- To continue the example, click Create a process automation to view files.