How To Use File Upload Custom Field in Forms and Surveys

Modified on Mon, 05 Dec 2022 at 11:04 PM

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 to Your Form or Survey

  • Navigate to the form builder.
  • You’ll see Standard Fields and Custom Fields in the menu on the right.
    • Standard Fields are commonly used, default fields in the system, such as name, email, and phone.
    • Custom Fields are those you’ve created specifically for your business needs. (To create a custom field, go to settings and click “custom fields”)
  • Click Custom Fields

  • In the sidebar, search for “File Upload” from the options.

  • Click and Drag this field over to your form. 
  • To edit, click into the feature field in your form, and the editor will appear in the right-hand side bar. You can edit the Title, Placeholder, and make this a required field in your form.

  • Click Save Form.
  • Click Integrate Form.
  • Copy the link and paste it into the browser, or wherever you wish to use it.

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 in Field
  • Select Files. 
  • Name and Save.

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