How to attach media files or links as instructions in a form template

This article will guide you on how to add media files or links in your help / informative text field.

Why attach media files or links as instructions to a task?

A help/ informative text field is a field type in the form builder that allows you to share critical information or add context to help users understand how to complete the task with more in-depth knowledge. This can be presented in the form of a few sentences, a link to an external file, media files in the form of a PDF document, or images to communicate more visually. 

Add media files or links as instructions to a task.

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the screen's top left-hand corner. From there, select your organization.

Step 3: Click on Templates 

Step 4: Click on the "Edit"  tab of a form template or create a new one

Step 5: Click "Add new field." within an existing or a new section 

Step 6: Select the "Informative text" field type 

Step 7: Add images/ documents/ links

Next to the "Text Value" section, you will see the following icons    click on the desired icon to insert either an image, document, or link. 

Step 8: Publish the form and update the workflow

Click on the 'Publish' button on the top-right of the form screen to update your workflow.


And that's how easy it is! 

We hope this article is helpful in attaching files or links as instructions to a task. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com. 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!