Form record documents let you preview, attach, and remove supporting files — such as SALT letters, OT assessments, and police reports — directly within a form record, without navigating to a separate Documents tab.
⚠️Important: This feature needs ACP Server 8.2.11 or later for the web, and the ACP mobile app 7.13.0 or later. It is not available on earlier versions.
Prerequisites and limitations
You need the right Documents permissions on your role (see Permissions below).
Accepted file types: PDF, JPG, PNG, HEIC and DOCX.
Maximum file size: 20 MB per document.
Videos are not supported.
Documents are view-only. You can add and delete them, but you cannot edit them in ACP.
How it works
Documents are attached to a submitted form record. They are shared between web and mobile, so a document added on one is visible on the other once synced.
Each time you open a form record's documents, ACP shows one of two things:
Documents attached. You can preview, add or remove files.
No documents attached. You see an empty state ("No Documents") and can still attach a file.
Find a form's documents
Open the case, then open the submitted form record.
Open its documents.
On mobile: go to the Forms tab and tap DOCS on the submitted form.
The document list shows each file's name, type, who added it and when.
📌 Note: Without the Documents – View permission, you can't see a form's documents. On mobile, the DOCS button isn't shown at all.
Attach a document
Choose the option to attach a document.
Select a file.
On mobile: choose Files or Photos. Camera capture isn't offered.
Wait for the upload to finish.
On mobile: you can carry on working while it uploads. If you're offline, the file queues on your device as Pending. It uploads automatically when you reconnect. If the upload fails, the file shows as Failed and you can retry.
📌 Note: PDF, JPG, PNG, HEIC and DOCX files are accepted, up to 20 MB. Video files, other file types and files over 20 MB are rejected with a message explaining why. If an upload fails for another reason, you're told something went wrong and can try again.
Attaching requires the Documents – Create permission. Without it, the attach option isn't available.
Preview a document
Select the document you want to view.
It opens in a preview. PDF, JPG, PNG and HEIC files preview in place.
On the web: for a Word (DOCX) file you're told "Preview is not available for Word documents" and offered the full file.
On mobile: preview needs a connection, so if you're offline you're told preview isn't available until you're back online. Files still queued on your device (not yet uploaded) can be previewed offline.
Delete a document
Select the delete action on the document.
Confirm when prompted.
⚠️ Important: Nothing is deleted until you confirm. Deleting requires the Documents – Delete permission. Without it, the delete action isn't available.
On mobile: a document still queued as Pending can be deleted by the person who added it.
See document activity (web only)
When a document is added or deleted, an entry appears in the case's History showing who did it, "Document added" or "Document deleted", the date and time, and whether it succeeded. Entries stay in the history after a document is deleted. Viewing them requires the Case – View permission.
Documents and permissions
Form record documents use the existing Documents permission model in ACP. No new permission types are introduced:
Documents – View – lets you see and preview documents attached to a form record.
Documents – Create – lets you attach a new document to a form record.
Documents – Delete – lets you remove a document from a form record.
If you hold the relevant permission, the corresponding action is available to you automatically. If you don't, that option simply isn't shown.
📌Note: Changes sync both ways. A document you add or delete on mobile appears the same way when the record is opened on the server, and vice versa.
See who added or deleted a document
Every time a document is added or deleted on a form, Case History records it on the web.
Each entry shows:
who made the change
Document added or Document deleted
the date and time, in your local time
whether it succeeded or failed
Entries are read-only and stay in Case History after a document is deleted. You need the Case – View permission to see Case History.
When this doesn't apply
Documents on visit forms are not covered. This article applies to submitted forms on a case.
Documents cannot be edited in ACP. To change one, delete it and attach the updated file.
The mobile app cannot attach files from the camera on this screen. Choose a photo that is already saved on the device.