How to upload files/documents and use them in capture forms

Last updated: April 20, 2026

The videos below explain the process of uploading documents, creating document groups, assigning documents to capture forms, and creating a document request fulfillment action:

1) Uploading documents and creating a document group:

https://help.leadliaison.com/watch/cTevroniEQn

2) Assigning documents to a capture form:
https://help.leadliaison.com/watch/cTevrHniEXr


3) Adding the document group to an email and creating a document request fulfillment action:

https://help.leadliaison.com/watch/cTevr9niElY