> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Reference document

> To help your users understand specific requirements or expections from the form or process you can provide reference material

To help your users understand specific requirements or expections from the form or process you can provide reference material

These reference guides can be accessed by any user with access to the form.

The form reference document will automatically attach to each created form on projects.

***

Please access the template page by 

Company level > Menu > Setting > Categories > Subcategory > Process template > create a new version to access the **draft** **mode** to add/edit the form reference document.

<Note>
  ⚠️ Attention: Unless only edit tags, you have to create new version to edit a form template and publish it as a new version after being changed.
</Note>

Choose a form, click the **⋮** button at the top right corner of the form list select **Documents.**

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035045/g47yOEBF9oQAsQ0PHHQVrCU6oG26HRPjaA.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=5ad63293e7db79c966cd5b07562e5ab5" alt="Form Reference document" width="1024" height="768" data-path="images/kb/103000035045/g47yOEBF9oQAsQ0PHHQVrCU6oG26HRPjaA.jpeg" />

Click to **EDIT**

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035045/skv3yumoxL936Rw9SlY4CGIQz_fIuIb43w.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=7f91828482134150be12797b664de1ea" alt="Form Reference document" width="1024" height="768" data-path="images/kb/103000035045/skv3yumoxL936Rw9SlY4CGIQz_fIuIb43w.jpeg" />

Upload the document(s) from your desktop.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035045/mb0xlhnF8Ch7YTIRAV-nY9OTxyxCjhqF0w.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=0f8afbbad9454fa21a816c7a0546423d" alt="Form Reference document" width="1024" height="768" data-path="images/kb/103000035045/mb0xlhnF8Ch7YTIRAV-nY9OTxyxCjhqF0w.jpeg" />

1 document was added.

to remove, **OK** to confirm.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035045/FJhTGUMQy_DBaSU8-_zlkBO3wsFNQFr6cQ.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=666333e315c215883257f205da35398b" alt="Form Reference document" width="1024" height="768" data-path="images/kb/103000035045/FJhTGUMQy_DBaSU8-_zlkBO3wsFNQFr6cQ.jpeg" />

It is added!\
You can see 1 document is uploaded.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035045/4jCL_m9SI7GAEJu24T9Vqh8-3qe_3wWRCQ.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=d895a05dc4b34ab5adad029924156bf8" alt="Form Reference document" width="1024" height="768" data-path="images/kb/103000035045/4jCL_m9SI7GAEJu24T9Vqh8-3qe_3wWRCQ.jpeg" />

Click outside of the dialogue box to exit.

Remember to [publish](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/why-do-we-need-to-publish-the-template-after-changes) as a new version when finished.
