Create a form to view documents

Create a form to upload files and view documents.

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

  1. Create the first of two new forms and name it File Form. The new form dialog displays for you to design your form.
  2. Drag and drop the Select File element into your form designer from the Elements column. The Properties - Select File dialog displays with relevant fields. Select file form
  3. Enter Select a file (PDF) as the label in the Element label field.
  4. Specify PDF as the supported file format in the Enter supported file formats separated by commas field.
  5. Click Save and close the current dialog.
  6. Create the second form and name it View Document Form. View document form
  7. Drag and drop the Document element into your form designer from the Elements column. Optionally, you can use the Image element instead of the Document element to add an image to your form.
    Note: The Document and Image elements provide the same functionality but use different file formats. The file size should not exceed 150 kb (similar to a logo image) and the supported file types are: PNG, JPG, JPEG, and GIF.
  8. Optional: You can specify the window formatting and dimensions in the Properties - Document window.
  9. Click Save and close the current window.
    You have now successfully created a form with the Select File and Document elements.
    To continue this example and create a bot, see Create a bot with Get Storage file action.