Adding URL links to your form

When creating your online form, you may want your form users to view and download a webpage, document, or file that is:

• part of a consent statement, such as agreeing to your Terms & Conditions or Privacy Policy (see  Single Checkbox field)
• part of your form’s introduction or instructions (see Formatted Text field)
• not publicly available or accessible to external form users.

URL links can also be added to email notifications.

Inserting a URL link

To insert a link (into a supported field or email notification):

1. Highlight the text where you want to insert the link.
2. In the toolbar, click the link icon.
3. Copy the URL link from the relevant website, or file saved in Snapforms (see below).
4. Paste in the URL.
   
5. Click the Open in New Tab checkbox. This will open the document in a separate browser tab when the link is clicked.
6. Click Save & Close.
7. Save and view your form.

Sharing non-public files

Uploading files to Snapforms allows you to easily share non-public files with form users that are not permitted to access your Snapforms account.

To upload and share a file in Snapforms:

1. In the main menu, select Files.
2. Click Upload File.
3. Drag & drop the file, or click the screen to locate your file using the file browser.
4. Click Save.
5. Click Actions > Share.
   
6. To share with Snapforms users, click Copy URL.
7. To share with external form users, select the Enable Shareable URL without login checkbox. 
8. Click Copy URL on the shareable URL.
9. Refer to the above section for steps on how to insert the URL into your form field or email notification.

Organising your files

To set up categories, departments, and locations:

1. In the top right corner, click Actions.
2. Select Edit Categories, Edit Departments, or Edit Locations.
3. Enter the Category/Department/Location name.
4. Click Add.

To update file properties:

1. On the right-hand side of the file name, click Actions.
2. Click View/Edit Details.
3. Edit the fields as needed. 
4. Click Save or Cancel if no changes were made.