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Hi, I like to add a request form for business cards into our Wrike and therefor like to add a PDF into the request for our external users to download, fill in and upload for again - unfortunately I cant see the option in Wrike.
Do you know off a solution?
Folllowing List for Post: Wrike request forms - upload PDF
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Hi Sofia Gerdes, happy to see you on the Community 🙂 One of the question types for Request Forms is "Upload" - it allows users to upload attachments.
Make sure that the possibility to attach local storage (computers) files to Wrike is enabled in your account:
Hope this helps 👍
Lisa Community Team at Wrike Wrike Product Manager Werde ein Wrike-Experte mit Wrike Discover
Lisa Wrike Team member Werde ein Wrike-Experte mit Wrike Discover
Hi Sofia Gerdes,
Sounds like something we're dealing with at the moment. Our current process involves emailing the client the PDF - it includes the link to our external Wrike form and we require them to upload it there.
However, we want to make it even simpler, so we asked ourselves why they need to fill out a PDF and send it to us: for their signature. Everything else within our PDF can just be a field within the request form. At the moment I'm investigating with my Customer Success Manager how to integrate a digital signature into the request form. I'll keep you posted!
What's the main reason your clients need to fill out the PDF rather than just have all the info entered straight into the request form?