Use the Collect file block when you need users to upload documents, images, or other files, such as prescriptions, ID proofs, resumes, or claim photos.

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Using the Collect file block

To collect a file from a user:

• Drag the Collect file block onto the canvas.
• Configure the allowed file types and upload limits.
• Select the variable where you want to store the uploaded file information.

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Configurations

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Question text

Enter the message shown to the user asking them to upload a file.

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Allowed file types

File extensions types that users can upload. Supported file types are :

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File size limit

Set the maximum file size from 1 MB to 10 MB that a visitor can upload from the drop down list.

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Number of files

Set the maximum number of uploads from 1 to 10 allowed for the visitor. You can choose the number of file limit from dropdown.

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Save to variable

Select or create a variable where the user’s uploaded file will be stored. This variable can be referenced later in your workflow.

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Validation message

Sets the maximum file size allowed for uploads. If the uploaded file exceeds the configured limit, the system automatically displays the validation error message.

• Example: If the file size limit is set to 5 MB and a user uploads a PDF larger than 5 MB, the system automatically shows the configured error message.

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Other configurations

It is the additional option available for the block. Send message as info title: Enabling this will compress the message description and show the title as defined. It appears as a tooltip that can be expanded to see the information.

• Click on Advanced Settings>> select the checkbox , Enter Title and Description.

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Output paths

Use the output paths to define what happens after the user attempts to upload a file.

• Upload successful — Continue the conversation when the file is uploaded successfully.
• Upload failed or skipped — Handle cases where the upload fails or the user does not provide a file.