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Creating a learner file webform works the same way as outlined in Creating a New WebForm, except the Type field must be set to Learner File.
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A field for Attach as File Type is available in the form builder. This controls which Document Type is applied to the form document when it is eventually attached to the learner record. Bear in mind that this file type only applies to the copy of the form attached to the learner, and not any additional files uploaded to the form.
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As with any other webform, you will need to set the status to Live add at least one Signature field to the form in the WebForm Builder before any instances can be created.
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To create a WebForm Instance of your learner file webform, go to an a Learner Summary and open the Files tab.
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Form – Here you can choose which learner file webform you want to use.
Form Owner – Here you can assign responsibility for the form to a specific PICSWeb User. If you set this to your own user account, you will be immediately taken to the Fill and Sign page for the form after saving the new instance.
Message to Owner
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