> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/convert/forms/forms-common-questions/forms-saving-files-directly-in-the-lead-field.md).

# Forms - Saving files directly in the Lead field

We are always working to improve your experience and optimize lead management. Now, forms with file-type fields can save documents directly in the lead record.

#### How does it work?

When setting up a form with a file upload field, you can link this field to a custom file-type field created in the Lead custom fields section.

#### How do you set it up?

1. Create a custom field:<br>

* In the menu, go to system settings and select Custom Fields - Lead.
* Create a new File-type field.\ <br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd5Q8xLjaKXWEnso0WjRx-fLEXYWG4oIhntU5g-9oaNiATyb72QBHZlUFSi6ygVFg7spdHobcS2P_L8ENrIHht0PyNw8-fRdgbIlj-6UQIv7repTQlod-1IKhBI1NAGVKX-nYJeHw?key=f_5M8IjpNOIRTUmLt0bZG3kG" alt=""><figcaption></figcaption></figure>

2. Set up the form:<br>

* Go to the desired form.
* Add a File-type field.
* Link this field to the custom field you created in the previous step.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeoXqligejbGu9gdED2lDliiBbgtPPK0pWoXwwmcflJcJfBE2HF_odZ0tGmtcKj5CXTLWggdn-VmU6m6-3H8YEAZGc6NexN_Dyo6c3sVd7tW4V86oGWAv9QqjC7aSNnNDqxGGUsqQ?key=f_5M8IjpNOIRTUmLt0bZG3kG" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfFAV89US9PDKqtyqBDmPjD_ehhf9CgJyfpRKlUyWXhaFn527OiSAoQ-Gu4hXKgGutQee2vujrLig7pjsrSNkGj5ssIyBsI1DV3KODXNoyX2u96s34ZuGhM6qOUq3PaupQMy4hvWg?key=f_5M8IjpNOIRTUmLt0bZG3kG" alt=""><figcaption></figcaption></figure>

3. Done!<br>

* When the lead fills out the form and uploads a file, the document will be automatically saved in the corresponding field of the lead record.
* You will be able to access the lead, view, and download the file whenever needed.\ <br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfrJObIlYBFIVhGvkszioU_SZFxCrZ73HiYWX26O2i5wA3Y5FxhvxPW9Sc9I2dVaH45jUuG4DoUM3FVLvBwYPV67YiDRqzo_FAAWcFETaCxYReBr2E3j91GwlpZjh6tgdQpXYHnsQ?key=f_5M8IjpNOIRTUmLt0bZG3kG" alt=""><figcaption></figcaption></figure>

#### &#x20;Benefits

* Information centralization: all documents are organized within the lead.
* Easy access: view and download files in just a few clicks.
* A better experience for your sales and support team.<br>

Conclusion

This new feature represents another step toward automation and centralization of information in lead management. With files being saved directly in the lead record, you gain more control, organization, and agility in your sales process.

<br>

<br>


---

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