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 

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