7. Troubleshoot Attachments/Signatures/PDF

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If you are using forms internally (i.e in a community/authenticated user), you may not be able to upload attachments, signatures or PDF files to Salesforce.

Often this is caused because of Salesforce’s CORS protection. To fix any such issues, please follow the instructions below:

  • Open the form editor, click on the URL Builder and Open a the form as an authenticated user.

  •  Grab the URL before /apex/ and copy it (in the example above, the URL is https://my-environment.visualforce.com)
  • Go to Setup -> Quick Find “CORS” and add a new entry with the URL that you copied. That’s it! The form should now upload files flawlessly.

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