How to Use WPS File Upload in Smart Forms on macOS

Use File Upload in Smart Forms with 4 how-to topics, including 4 free topics and 0 membership-related topics, and jump to each section from the How-to Index.

How-to Index

How-to Guide

1. Open File Upload

Entry: Form editor → Relay module → File Upload

1. Open the Smart Form editor.
2. Select the Relay module in the left navigation pane.
3. Find the File Upload option.
4. Click File Upload to enter the setup area.

Success Criteria

• Interface result: The File Upload editing area or settings panel is open.
• What you can do next: You can continue to adjust settings or review the next options.

Tips While Using

• Common mistake: If you do not enter the form editor first, the Relay module may not be visible.
• Environment note: You need permission to edit the current form.

2. Configure upload settings

Entry: File Upload settings panel

1. Review the available options in the File Upload settings area.
2. Adjust the settings based on the on-screen prompts.
3. Check whether the current setup matches your collection needs.
4. Refine the settings further if needed.

Success Criteria

• Interface result: The settings reflect the current configuration you want.
• What you can do next: You can move on to previewing or confirming the setup.

Tips While Using

• Common mistake: Confirming too early without checking the settings may cause the responder view to differ from your expectation.
• Environment note: It is helpful to verify the result in preview.

3. Preview and confirm the setup

Entry: File Upload settings panel → Preview / Confirm

1. After adjusting the settings, preview the current result first.
2. Check whether the File Upload field appears correctly in the form.
3. Click Confirm after everything looks correct.
4. Continue to save or publish the form if needed.

Success Criteria

• Interface result: The setup has been confirmed and applied to the current form.
• What you can do next: You can continue editing other items or move to publishing.

Tips While Using

• Common mistake: Previewing the result without clicking Confirm may leave the setup unapplied.
• Environment note: Some changes may only be visible to responders after the form is published.

4. Edit an existing File Upload configuration

Entry: Form editor → Relay module → File Upload

1. Open the relay form that has already been created.
2. Return to the Relay module in the editor.
3. Open File Upload again.
4. Update the required settings and save the changes.

Success Criteria

• Interface result: The new File Upload settings are updated in the current form.
• What you can do next: You can preview, save, or publish again.

Tips While Using

• Common mistake: Leaving the page without saving after editing can prevent the new settings from taking effect.
• Environment note: Some changes may affect only future submissions.