1. Scenario value

When users enter Account information in the front-end, they need to upload the Account’s profile Files.

2. Instructions

Operational instructions for advanced configuration of attachment fields.

2.1 OCR text recognition support

2.1.1 Configuration notes

1. After enabling OCR on an attachment field, only Images (jpg/jpeg/png/bmp), PDF, and OFD file formats are supported, and each file may contain only one piece of content to be recognized.
2. When mapping parameters, upload one file at a time. If multiple files are uploaded, the last file will be used.
3. When selecting an existing field as a mapping target, each field can be selected only once.
4. Field mapping cannot be used for individual fields inside “special field groups,” including: payment/receipt, check-in components, region/location, and other custom business field components.

2.2 File format restrictions

2.2.1 OCR not enabled

1. If “Restrict file formats” is set to No, the front-end will not restrict uploaded file formats.
2. If “Restrict file formats” is set to Yes, you may select multiple supported upload formats and you can also add custom formats under Other.

2.2.2 OCR enabled

1. If “Restrict file formats” is No: the system automatically enables “Restrict file formats”, auto-selects PDF, and fills Other with “jpg;jpeg;png;bmp;ofd”.
2. If “Restrict file formats” is Yes: the system clears the user’s previous selections, auto-selects PDF, and fills Other with “jpg;jpeg;png;bmp;ofd”.
3. When “Restrict file formats” is disabled, all selectable options except PDF become disabled; the Other input remains enabled.
4. If the Other input contains formats beyond “jpg;jpeg;png;bmp;ofd;pdf”, the front-end validates on blur. The dialog border turns red and a red error message appears: “When OCR is enabled for an attachment field, file formats must be restricted and only Images (jpg/jpeg/png/bmp), PDF, and OFD are supported.”

2.3 Preview support

1. Supported preview formats: doc, docx, ppt, pptx, xls, xlsx, pdf, jpg, png, bmp, git, jpeg, svg, txt, html, js, xml, aspx, csv, sql, css, json, htm, msg, mp4, mkv, mov, m4v, webm, ogg, mp3, wav, aac.
2. All other file formats do not support preview.