You can associate existing project files (from the same or other projects you can access) with the form you create if its form settings allow. Before you start, please ensure that the file you want to associate is part of the projects selected in your filter.
Below are the steps to associate an existing project file when creating a new form:
1. Follow the steps to create a form.
2. Click the 'More Options' icon at the top right side (available based on relevant form settings configuration) which gives options to associate docs, aMessages, or forms. To associate a file, click on the 'Associate Docs' option as seen in the screenshot below.
Similarly, the 'Associate Docs' option will also be available when editing or replying to a form based on form settings.
3. A layered screen will appear where you can select files to associate from the same or other accessible projects. Select the files that need to be associated using the search filters at the top and then click 'Associate and Close' to proceed.
If you must associate multiple files by navigating to separate folders, use the 'Associate' button to associate selected files in the current folder. Then, navigate to the other folders individually and associate other files accordingly. Once done, click 'Associate and Close'.
4. The files selected for association will appear at the bottom of the form.
Next Article: Associate an aMessage to the Form