Uploading PDF Files to Dubsado Form Templates
Perhaps you have a guide or form that has been created elsewhere, like Canva. You can easily upload any PDF file to send out as a "Questionnaire" even if it's not technically a questionnaire.
**Note all uploads must be under 8MB. We like to use this website to compress PDF files if they are larger than 8MB.
Step 1: Navigate to the "Templates" tab on your left side menu > Select "Forms"
Step 2: Click the upward-facing arrow to upload a new PDF as a form.
Once you're done uploading your new PDF File, check out this post to see how you can update the PDF files used in your Workflow.
**Note: If you are replacing a form that is embedded in one of your workflow, upload your new form with a slightly different title to avoid confusion, and then access the workflow and replace the old PDF form with the new form.
Once you have replaced the old form with the new form, you may delete the old form from this "Questionnaires" list.
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