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HoopAI forms support a file upload field that lets contacts attach files directly to their submission. This is useful for collecting resumes, contracts, images, intake documents, proof of purchase, or any other file that a contact needs to provide as part of their submission.

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Adding a file upload field

  1. Open the form in the builder.
  2. In the left panel, locate the File Upload field type under the Custom Fields section.
  3. Drag it onto the canvas and position it in your form.
  4. Click the field to open its settings.
  5. Configure the field options (see below).
  6. Save the form.

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Accepted file types

The file upload field accepts the following formats:
  • Documents: PDF, DOC, DOCX, TXT, CSV, XLS, XLSX
  • Images: JPG, JPEG, PNG, GIF, SVG
  • Video: MP4, MPEG
  • Archives: ZIP, RAR
Other file types are blocked at upload time. If a contact attempts to upload an unsupported file type, they will see an error message and the file will not be accepted.

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File size limit

The maximum file size per upload is 50 MB. Files larger than this limit cannot be submitted. If your use case involves larger files (such as video content), consider directing contacts to a cloud storage service and collecting the shared link in a text field instead.

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Field settings

Label The text displayed above the file upload button. Customize this to describe what you need — for example, “Upload your resume (PDF only)” or “Attach a photo of the damage.” Required Toggle on to make the file upload mandatory before the form can be submitted. With this enabled, the contact cannot submit without attaching at least one file. Allow multiple files When enabled, the contact can select and upload more than one file in a single submission. Each file is stored and accessible individually in the submission record. Allowed file types (restriction) You can restrict the file upload field to only accept certain file types. For example, if you only want PDFs, enter “pdf” in the restriction field. This provides a clearer experience for the contact and prevents incompatible uploads.

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Where uploaded files are stored

Files uploaded through form submissions are stored in your account’s media storage. They appear in the submission record in the Submissions tab. To access a submitted file:
  1. Go to Sites > Forms > Submissions.
  2. Find the relevant submission and click into it.
  3. Click the file link in the file upload field column to open or download it.
Uploaded files are also stored in the contact record, accessible via the contact’s Files section in the CRM. This makes it easy to find a contact’s submitted documents from anywhere in the platform.

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Using uploaded files in automations

When a form containing a file upload is submitted, you can reference the file in subsequent workflow actions. The file URL is available as a custom field value and can be included in email notifications to your team — for example, including a link to the uploaded document in the internal notification email so your team can review it immediately. To include the file URL in an email, use the custom field merge tag for the file upload field. The merge tag resolves to the direct download URL of the uploaded file.

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Supported use cases

Intake forms with document upload Collect signed documents, medical intake forms, or legal agreements as PDFs before a first appointment. Job applications Accept resume and cover letter uploads as part of a job inquiry form. Damage or claims documentation Collect photos of damage, products, or situations that require visual evidence. Content submission Accept images, logos, or other creative assets from clients as part of a creative brief or onboarding form.
Do not use file upload fields to collect sensitive personal data such as government IDs, financial statements, or health records unless your HoopAI account and storage configuration comply with applicable data security regulations. Review your data handling obligations before collecting regulated information through form submissions.
If you expect contacts to upload large or high-resolution image files, include a note in the field label suggesting they compress or resize files before uploading. This prevents upload failures due to the 50 MB limit and keeps your media storage usage in check.
Last modified on March 5, 2026