Method Community

In the app, you have a Customization tab, from there an Integration Tools tab, from there a link that says Web Forms that allows us to create a web form that we can use to upload records to the system, from an external page. That's alll very simple and works just fine.  But as part of that upload, along with the simple data like name and company, I ALSO need to include a .pdf document. This should the show up in the list of documents in the lead, just as though it had been manually uploaded.  

How can I do that? 

Hi Thomas,

I've moved this to the appropriate forum to be answered

Dave

Hi Thomas,

Currently there is no way to upload files from ta web-to-lead form. You could set up a custom portal though that allows your customers to sign in and upload documents. Click here for an article about how to set up a portal and feel free to reply here if you have any further questions.

Jason