Introduction
Sometimes, a simple question is not enough. When users are filling out a form, they may need to read important details before giving their response. This is especially true for contracts, licenses, agreements, consent terms, policies, or any document that needs proper review. To make this easier, we’ve added a new question type in BoloSign Forms that allows you to attach a document directly to a form question.
With this feature, you can add a PDF or document to a question so your clients, customers, employees, vendors, or partners can review the terms in detail before continuing with the form. This is useful when you want people to read a contract, license document, policy, or agreement before they acknowledge, accept, or respond. Instead of sending documents separately through email or asking users to open another link, everything stays inside the form flow. The user can review the document and then answer the related question in one place.
Here's how you can use the feature:
Create a Form
2. Click on "Add Document" type question
3. Click on Upload PDF
4. Upload the required PDF from your system.
5. The document is displayed like an interactive preview in the respective question.
6. You can click on the document to view the document with the required zoom levels
7. The question, along with the document, is displayed.
FAQS
What is the document question type in BoloSign Forms?
The document question type allows you to attach a document, such as a contract, license, agreement, or PDF, directly to a form question. This lets users review the document before answering the question.
Why should I add a document to a form question?
You should use this question type when users need to read detailed terms, conditions, policies, or agreements before giving their response. It helps provide more context and makes the form experience clearer.
Can I use this for contracts?
Yes. This feature is useful for sharing contracts with clients so they can review the terms before accepting, acknowledging, or submitting the form.
Is this useful for legal or consent forms?
Yes. If your form requires users to review legal terms, consent language, waivers, or policies, this question type can help present that information clearly inside the form.
Does the user need to download the document separately?
No. The document can be added directly to the form question, allowing the user to review it as part of the form experience.
Conclusion
The new document question type in BoloSign Forms makes it easier to share important documents directly inside your forms. Whether you are collecting consent, sharing contract terms, presenting license details, or asking users to review a policy, this feature helps keep everything in one place.
Your users get the full context before they respond, and your team gets a cleaner, more organized form process.
It is a simple update, but a very useful one for businesses that need more than basic form questions.