This tutorial will show you how to create the file upload custom field, and how it can be used within both forms and surveys.
Step 1: Adding the File Upload Custom Field
- Go to the Settings of your account, then to Custom Fields
- Click on “+ Add Field” and select File Upload
- Fill in all the data needed and save
Step 2: Add the File Upload field to your Form
- Go to the Form Builder
- On the left side, you will see the Quick Add tab, which contains the most commonly used, such as name, email, and phone. You will also see the Custom Fields, which are those you’ve created specifically for your business needs.
- Click Custom Fields
- Utilize the search functionality to locate the “File Upload” custom field. In the sidebar, search for “File Upload” from the option.
- Drag and drop the File Upload field onto your form canvas.
- To edit, click into the feature field in your form, and the editor will appear in the right hand side bar.
Customizing the File Upload Field
- Click on the File Upload field to access editing options.
- Modify the Title and set a Placeholder text if desired
- Toggle the Required option on or off based on your form’s needs
Save Your Configuration:
- Click Save Form.
- Click Integrate Form.
- Copy the link and paste it into the browser, or wherever you wish to use it.
Integration and Organization
You can also create a file folder and organize multiple files in one organized space.
To create a file folder:
- Navigate to settings and custom fields.
- In the top right corner choose “Add folder”
- From here name your folder “Files” and add the File Upload field to the folder
- Save your settings.