This feature allows you to share documents (or e-literature) during your event. Documents can be previewed and shared outside the form or selected during form submission to be included in a follow-up email.

Uploaded documents are organized into Document Groups, which can be added to your event’s lead capture form.

Adding Documents to Your Form:

• Add a document element to the capture form.

• Use the plus icon to upload documents.

  

• Add the documents using the "+" icon

Finally, name your documents.

You can create folders to categorize your captured documents. Use the format 'X / Y / Z' to create nested subfolders. For example, 'Catalogs / 2024 / January' helps organize documents in a structured way.

NOTE: You can click the star icon next to a document to set it as selected by default.

This is how Folders will be displayed on your Captello mobile app:

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If you don’t have a Document Group, refer to Trackable Content Article on how to add a Document Group and trackable content.

Creating The Email

To include documents in your follow-up emails to leads, follow these steps:

1. Navigate to your email by going to Content > Emails.

2. In the email builder, click the Fields button.
   
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3. From the Category dropdown, select Document Group.

4. From the Field dropdown, select your specific Document Group.
   
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The system will insert dynamic content into your email, formatted as a bullet list

​ Only the documents selected during form submission will be included in the list.

On the recipient’s side, they will see clickable links to their documents, as shown below:

Apply Fulfillment Action

• Click the gear icon in your form and select Action (Doc Request).
  
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• In the action options, choose Send Email and select your document email template

  

Users can view and download the documents from the Captello mobile app, as shown:

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