How to Use WPS Filling Settings on Windows

Use Filling Settings through 4 how-to topics, with 4 available without membership and 0 membership-related items; start from the How-to Index to open, configure, preview, and save the setup.

How-to Index

How-to Guide

1. Open Filling Settings

Entry: Form editor → File Collection → Filling Settings

1. Open the Smart Forms editing interface.
2. In the left navigation pane, select File Collection.
3. Find the Filling Settings option.
4. Click it to enter the editing area.

Success Criteria

• Interface result: The Filling Settings editing area or panel opens.
• Next action available: You can continue to adjust parameters or review the next settings.

Tips While Using

• Open the Smart Forms editor first before looking for this entry.
• If the entry is not visible, confirm that the current form includes a file collection scenario and that you have editing permission.

2. Set Related Parameters

Entry: Filling Settings panel

1. Review the available options in the Filling Settings panel.
2. Adjust the related parameters as needed.
3. Check whether each setting matches the current file collection goal.

Success Criteria

• Interface result: The parameter items are updated as needed.
• Next action available: You can move on to preview or save.

Tips While Using

• Define the collection goal before editing to reduce repeated changes.
• If the form is intended for external responders, pay extra attention to upload and submission-related settings.

3. Preview the Filling Result

Entry: Preview-related action in the Filling Settings panel

1. After adjusting the parameters, open preview.
2. Review how the filling interface appears.
3. Check whether the key submission flow matches your expectation.
4. If needed, return and adjust the parameters again.

Success Criteria

• Interface result: You can see the preview that reflects the current Filling Settings.
• Next action available: If everything looks correct, you can save directly.

Tips While Using

• Focus on whether the file upload flow is clear.
• If the preview does not match your expectation, return to the settings panel before saving.

4. Save Filling Settings

Entry: Filling Settings panel → Confirm or Save

1. Confirm that the current parameters and preview result are correct.
2. Click Confirm to finish the action.
3. If the workflow requires publishing, publish a new version.
4. Return to the form editor and check the current status.

Success Criteria

• Interface result: The settings are saved, and the panel closes or updates its status.
• Next action available: You can continue editing other modules or move to publishing.

Tips While Using

• Some changes may require a new version to be published before they take effect for responders.
• If the form is already in use, test the upload flow again after making changes.