Mark Needham

02/18/2020, 3:19 PM
Has anyone ever created an online form that allows for the placement of a document. I am trying to create a bulk upload of data (warranty registrations) and need to give the ability to download a template .csv and upload a .csv. I could do this from the customer center but best would be just an online form


02/18/2020, 10:14 PM
An online case form would allow a user to upload a file. To download a template, create a hyperlink custom field and put in the link of the template as the default value.