Accepted file types
File Upload questions accept the following file formats:| Type | Extensions |
|---|---|
| Documents | .pdf, .docx, .doc, .txt, .rtf |
| Images | .png, .jpg / .jpeg, .tiff, .gif, .heic |
Respondents can only upload one file per File Upload question. If you need multiple files, add multiple File Upload questions to your workflow.
Adding a File Upload question
To add a File Upload question to your workflow:- In the Builder, click + Question or + New → Question.
- Select File Upload from the question type list.
- Write the question label that will prompt the respondent (for example, “Please upload a copy of your current lease agreement.”).
- Note the variable name Gavel assigns to the question — you will use this to reference the uploaded file in your output documents.
Referencing uploaded files in output documents
How you handle an uploaded file in your output document depends on the expected file size.Embed the file inline (small files)
For small files — such as a signature image, a single-page exhibit, or a compact PDF — you can embed the uploaded file directly into your output Word document. Insert the variable tag wherever you want the file to appear:Control the display size
To limit how large the embedded file appears in the document, specify a width:"1in" with any valid measurement. This is particularly useful for images where you want a consistent display size regardless of the original file dimensions.
Display only the file name
If you want to reference the file in your document without embedding it — for example, to list the name of an attached exhibit — use:my_file with your File Upload question’s variable name.
Large files: use email delivery instead
If you expect respondents to upload large files (multi-page PDFs, high-resolution images), do not embed the variable in your output document. Large embedded files can cause performance issues. Instead, configure the workflow to email the uploaded file to you when the questionnaire is submitted. You can set this up in the Document Settings of your workflow by enabling the email delivery option for file uploads.Common use cases
Identification documents
Ask clients to upload a government-issued ID as part of a client intake workflow. Reference the filename in your intake summary document.
Prior agreements
Collect an existing lease, contract, or deed to accompany a drafting workflow. Store the upload alongside the generated output for your records.
Photos and images
Accept property photos, inspection images, or signatures captured as image files. Embed small images directly into the generated document using the size-controlled syntax.
Exhibits and attachments
Accept a supporting PDF that will be attached alongside the generated document. Display the filename in the main document body for reference.
Tips
- Label clearly: Write a specific, unambiguous question label. “Upload a file” is too vague. “Upload a signed copy of your current lease (PDF or Word)” is much better.
- Set expectations in the info bubble: Use the question’s info bubble to tell respondents what file types are accepted and approximately what size is appropriate.
- One upload per question: If you need several distinct files (front of ID, back of ID, supporting letter), add a separate File Upload question for each one.
- Test the upload: Run through your workflow in Preview mode and upload a real file to confirm that the variable renders correctly in your output document.
