How to Use WPS Contacts on macOS

Use WPS Contacts on macOS with 4 how-to topics in Smart Forms, including opening the feature, editing settings, previewing results, and updating an existing setup; 4 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open Contacts

Entry: Form editor → File Collection → Contacts

1. Open the Smart Forms editing interface.
2. Select the File Collection module in the left navigation area.
3. Find Contacts and open the editing panel.

Success Criteria

• Interface result: The Contacts settings area or editing panel opens.
• Next action available: You can continue entering or adjusting contact settings.

Tips While Using

• Common mistake: If you do not enter the File Collection module first, the Contacts entry may not be visible.
• Environment note: Your account needs permission to access the Smart Forms editor.

2. Set contact parameters

Entry: Contacts editing panel

1. Review the available settings in the Contacts panel.
2. Configure the relevant parameters based on the on-screen options.
3. Check that the information is complete.

Success Criteria

• Interface result: The parameters in the Contacts panel reflect the current setup.
• Next action available: You can move on to preview or confirmation.

Tips While Using

• Common mistake: Incomplete settings may cause the final result to differ from what you expect.

3. Preview and confirm the contact setup

Entry: Contacts editing panel

1. After setting the parameters, review the current preview.
2. Check whether the displayed contact information is correct.
3. Click OK after confirmation.

Success Criteria

• Interface result: The panel closes or the configuration status updates.
• Next action available: You can continue editing the form or prepare it for publishing.

Tips While Using

• Common mistake: Confirming without previewing may require another round of edits.

4. Modify an existing contact configuration

Entry: Form editor → File Collection → Contacts

1. Return to the Smart Forms editing interface.
2. Open Contacts again in the File Collection module.
3. Update the existing configuration as needed.
4. Save or confirm the changes.

Success Criteria

• Interface result: The updated contact configuration appears in the current editing result.
• Next action available: You can continue maintaining the form for later collection workflows.

Tips While Using

• Common mistake: If you leave without saving, the new settings may not take effect.
• Environment note: Some changes are typically reflected in later form runs after the update is applied.