Upload documents
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.

With this feature you or your participant can upload files during the online conversation. This file can be:

  • PDF
  • JPG

Those files can be presented, sent or sign during the online conversation. You can also retrieve them after the online conversation by cklicking 'edit session'. 


Let's look at the technical implementation in Idiligo.

In the section Phase 2: Implementation (in Idiligo) you have copied the code with the three dots (...) into your script:

Now replace the three dots (...) with the following code:

<node id="Upload_documents" type="Upload">
<name>Upload documents</name>

    <uploads>
        <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
    </uploads>

</node>

That´s how it looks in Idiligo.

Code
1234

Description
one two three four
Flow XML
<flow>
<nodes>
<node id="Upload_documents" type="Upload">
<name>Upload documents</name>

    <uploads>
    <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
    </uploads>

</node>

</nodes>
</flow>

After copying it, do the following:

1. Make sure the node id is unique. Give it a name / number or combination of both (here: Upload_documents).

2. You can give the node a descriptive name (here: Upload documents).

3. Give an upload name (here curriculum vitae), a description (here: CV client), an externalId (here: doc01) and make sure to complete the fileTypes (here: pdf,jpg) - (all are possible, be carefull: avoid spaces).

Now check the script by running it...click 'Start new session'.