Upload documents
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.

With this feature you or your participant can upload files during the online conversation. Those files can be presented, sent or sign during the online conversation. You can also retrieve them after the online conversation by clicking 'edit session'. 


Copy the code snippet into your script

<node id="Upload_documents" type="Upload">
<name>Upload documents</name>
<uploads>
   <upload name="curriculum vitae" description="CV client" externalId="doc01"  fileTypes="pdf,jpg" mandatory="false" />
</uploads>
</node>


After copying it, do the following:

1. Make sure the node id is unique. Give it a name / number (here: Upload_documents).

2. You can give the node a descriptive name (here: Upload documents).

3. Give an upload name (here curriculum vitae), a description (here: CV client), an externalId (here: doc01) and make sure to complete the fileTypes (here: pdf,jpg) - (all are possible, be carefull: avoid spaces).

Now check the script by running it...click 'Start new session'.



Tip watch: Video: Create your own Script (basic) to create your first own Script.