Each form has a purpose: «Capture» creates a new contact in your CRM (and an opportunity); «Qualification» does NOT create a contact — it's for collecting answers or documents from people you already know (e.g. trip data), and its notification arrives as «New response», not a new lead.
- 1Choose the form's purpose: Capture or Qualification.
- 2Add fields, including «File upload»: the visitor attaches a document (passport, insurance…) stored encrypted.
- 3On a file field you can enable «Save to documentation» and pick a folder, so the file lands in the contact's record.
- 4Required fields by type: Capture asks for at least email and name; Qualification only needs the email to identify.
- 5Optional: «One submission per person» prevents duplicate responses from the same email.
Consejo: Forms inside a group or portal are usually Qualification (you don't want a new contact per response). The file field is the same one used to request the passport in groups.