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Wrike request forms - upload PDF

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hi Sofia Gerdes, happy to see you on the Community ๐Ÿ™‚ One of the question types for Request Forms is "Upload" - it allows users to upload attachments.ย 

    Make sure that the possibility to attachย local storage (computers)ย files to Wrike is enabled in your account:

    Hope this helps ๐Ÿ‘

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Soraya Jung

    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.ย 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?

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