Document Upload: Securely Collect Files Through Online Forms


From patient records to signed contracts, FormAssembly’s Document Upload feature makes it easy to collect important documents at the time of form submission, securely and seamlessly.

Collect What You Need, When You Need It

Key Benefits

Some workflows require more than just form fields. Whether you’re onboarding new employees, processing medical records, or collecting signed agreements, uploading documents within a form saves time and improves accuracy.

Healthcare

Accept insurance cards, consent forms, and medical history documentation.

Human Resources

Collect resumes, offer letters, tax forms, and onboarding paperwork in one step.

Higher Education

Gather transcripts, housing forms, or letters of recommendation.

Legal & Finance

Securely collect W-9s, IDs, signed contracts, and sensitive documents.

Procurement

Upload NDAs, vendor agreements, and compliance documentation with ease.

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Check out FormAssembly’s other features

From approval workflows to document generation, we’ve got you covered.

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Built-In, Secure Document Collection

Easier for Users. Safer for Teams. All in One Form.

No more chasing attachments or managing inboxes. With FormAssembly, users can upload files directly through a form and trust that everything is stored securely in one place.

Wide File Support

Accept a range of file types including PDFs, DOCX, JPGs, PNGs, and more.

Upload Controls

Limit allowed file types, maximum sizes, or number of uploads per field.

Real-Time Encryption

Protect documents during upload and storage with enterprise-grade security.

Simple Configuration

Add upload fields using the drag-and-drop form builder – no code required.

Workflow Integration

Combine with Approvals, Assignments, or Notifications for seamless handling.

Streamlined User Experience

Let users upload files in a clean, intuitive interface on any device.

Salesforce admin integration web forms to Salesforce

Why Choose FormAssembly?


Other platforms require bolt-on tools to manage assignments. FormAssembly offers it natively.

  • Compliance-ready: HIPAA, GDPR, and SOC 2 support for secure file handling.
  • Workflow-powered: Pair uploads with logic, routing, and alerts to drive action.
  • Centralized data: Store documents and form responses together for full context.
  • Team-ready: Manage file access with role-based permissions and controls.
  • Scalable across teams: Built for HR, healthcare, legal, IT, and finance use cases.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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