This feature is available on the Pro Plan.
The File Upload database field lets you collect documents directly through your forms. Whether you're asking for a resume, drivers license, or certification, files are securely saved to each person's profile for easy access.
What You Can Collect
Use the File Upload field to gather:
Resumes or bios
Signed waivers or permission slips
Proof of ID or certification
Photos or other required documents
Supported File Types
We support:
PDF (.pdf)
CSV (.csv)
Image files (.jpg, .jpeg, .png)
Word documents (.doc, .docx)
Excel (.xlsx)
Maximum file size is 10MB
How to create a file upload field
Go to Settings > Database Fields, then click the Create Custom Field button in the top right corner. In the popup that appears, scroll down near the bottom of the list (if you're on the Pro plan) and select File Upload, then click Next.
Give your field a clear label to help you and your team recognize it internally. Volunteers won’t see this label. It’s used to identify the field in your database and can’t be changed later.
Volunteers can only upload one file per field. If you need multiple documents, create a separate field for each one.
When you’re done, click Next.
The final step is to review how the field will appear to volunteers on your form. You can customize the title, which is what volunteers will see. It can be updated at any time without affecting past responses. Keep it simple or make it more conversational, whatever fits your tone. When you're ready, click Save and Continue.
Your new database field will now appear in the list. Use the drag icon to reorder it and choose where it appears on the profile card.
Insert a file upload field in your form
Like other custom database fields, your new File Upload field is now available in the form builder. To use it, open the form you want to edit or create a new one. Look for the field under Database Fields in the left panel. Drag it onto your form, make any adjustments like marking as required, and click Publish when you're done.
This is how the field will appear to volunteers during signup.
Manage volunteer file uploads
When a volunteer submits a form that includes a file upload field, the document is automatically saved to their profile in the directory. You can access uploaded files in three different places:
1. Form Responses View
If you're reviewing volunteers as part of an onboarding or application process, the quickest way to view their file is to click their name from the New view. This will open their profile card directly to the Form view. You can also go to the Responses view of the form to access the uploaded file.
2. Profile Tab
Since the File Upload is a database field, the document also appears under the Profile tab of their profile card. From here, you can manually replace or delete the file if needed.
3. Documents Tab
Every volunteer profile has a dedicated Documents tab that stores a record of all uploaded files. This view shows the file name, upload date, and which admin uploaded it. You can also delete documents from here if needed.
Privacy and Security
Uploaded files are encrypted and only visible to admins with access to your organization. You can delete a file at any time by editing the person's profile or removing the database field.
If you remove the File Upload field from a form, it will no longer appear in form responses—but because it’s a database field, it will still be visible in the profile card until you manually edit or delete it.
Note: A copy of each uploaded file is also stored in the Documents tab of the volunteer’s profile. This ensures past records are preserved if a newer version is uploaded later. If you're fully removing a document, be sure to delete it from both the database field and the Documents tab.