Create a form with the Document element

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

  1. Create the second of two forms and name it Document Viewer Form.
  2. Drag and drop the Document element into your form designer from the Elements column. The Properties - Form dialog displays with relevant fields.
  3. Optional: Modify your document dimensions or keep the system default settings.
  4. Click Save to save your form session.
  5. Click Close to close the current form dialog.
  6. To continue the example, click Create a process automation to view files.