Corfix Form Builder: Using the Document Component

This component is currently not support in the offline mode. An internet connection is needed to upload a PDF document.

Overview

In the Template Builder, the Document component is designed for form users—not template creators.
This means you cannot upload a document directly to the template using the Document component. Instead, the Document component allows users filling out the form to upload or attach PDF files when completing the form in the field.

If you want to include a permanent document or reference file that should always be visible in the template, use the Disclaimer Text component. You can copy the contents of the PDF into the Disclaimer Text and format it as needed.
Alternatively, you can add the PDF to a Binder and use the Resource Signing feature to make the file accessible and signable when required. Click here for more.

Where to Find It

In your Corfix Form Builder, click on a Document Component to access the configuration panel. You’ll see four tabs:

Display
Data
Validation
Conditional

1. Display Tab

The Display tab controls how the Documents Component appears to the user.

Label:
- This is the visible title for your document upload field that users will see. It is a required field.
- Example: "Upload Files", "Attach Supporting Documents", "Photos".
Label Position:
- Determines where the label is displayed relative to the upload area (e.g., Top, Left, Right, Bottom).
- Default: Top.
Description:
- Provides additional explanatory text for the component, typically displayed below the label.
- Example: "Please upload all relevant permits and licenses."
Tooltip:
- Text that appears when the user hovers their mouse over the component. Useful for providing quick help or context.
Custom CSS Class:
- Allows advanced users to apply custom styling to the component using CSS classes.
Hide Label:
- If checked, the label for the component will not be displayed.
Modal Edit:
- (Details not fully visible in screenshot, but typically relates to editing in a pop-up modal window for uploaded files).

2. Data Tab

The Data tab manages how uploaded files are handled.

Multiple Values:
- If checked, allows the user to upload more than one file to this component. This is useful for attaching multiple photos or documents.

3. Validation Tab

The Validation tab defines rules for the document upload field.

Required:
- If checked, the user must upload at least one document before submitting the form.

4. Conditional Tab

The Conditional tab allows you to set up rules for when this Documents Component should be displayed or hidden based on the values of other components in the form.

Simple:
- This is typically a toggle or a dropdown to select between simple and advanced conditional logic.
This component should Display:
- Choose whether the component should "Show" or "Hide" (implied options) based on the condition.
When the form component:
- Select another component in your form whose value will trigger the condition.
Has the value:
- Specify the exact value that the selected form component must have for the condition to be met.
Example: You could set up a rule so that the "Upload Incident Photos" component only displays when an "Is there an incident?" checkbox is checked.

Preview Panel

The Preview panel on the right side of the dialog box shows you how the "Upload" field will visually appear on your form. It displays the drag-and-drop area and the "Browse" link, giving you a real-time sense of the user's interaction.

Actions at the bottom of the dialog:

Save: Saves all changes made to the Documents Component's settings.
Cancel: Discards any unsaved changes and closes the dialog.
Remove: Deletes the Documents Component from the form.

Best Practices for Documents Component:

Clear Label & Description: Use a straightforward label (e.g., "Upload Attachments") and a description to specify what documents are needed and why.
Allow Multiple Files if Applicable: If users might need to upload more than one file, always check "Multiple Values" to avoid forcing them to use multiple upload fields.
Make it Required When Necessary: If supporting documents are absolutely crucial for a record, set the component as "Required."
Use Conditional Display: Only show the document upload field when it's logically required based on other inputs in the form (e.g., show "Upload Permit" only if a specific type of work is selected).

Correct Use of Document Component/Disclaimer/Binder + Resource

Document Component:

Purpose: Allows form users to upload or attach PDF files during form completion.
Example use: “Attach the signed inspection form” or “Upload the completed equipment checklist.”

Disclaimer Text Component:

Purpose: Displays static or reference content that remains visible in the template at all times.
Example use: “Display the contents of the company safety policy” or “Include an embedded section of the reference manual.”

Binder + Resource Signing:

Purpose: Use this option when you need a permanent PDF available for viewing or signing outside the form.
Example use: “Store a standard safety manual or policy PDF for employees to review and sign.”

Example Scenario

Let’s say you’re creating a Safety Orientation Template:

You want the user to attach a signed acknowledgment form — use the Document component.
You want to display safety guidelines from a static PDF directly in the form — copy the contents into the Disclaimer Text component.
You want to store the full PDF in a central location for review and signature — upload it to a Binder and enable Resource Signing.

Summary

Component / Feature	Purpose	Who Uses It	Example
Document	Collect uploaded or attached PDFs during form completion	End user (in the field)	“Attach the signed safety checklist.”
Disclaimer Text	Display permanent text or document content in the template	Template creator	“Embed safety policy text directly into the form.”
Binder + Resource Signing	Store and share permanent PDFs for viewing or signing	Admin or template creator	“Upload and distribute the company safety manual.”