Use WPS Global Settings with 4 how-to topics, including opening the settings entry, adjusting related settings, previewing the result, and saving the configuration; 4 items are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Related Settings | Free |
| 3 | 3. Preview the Configuration | Free |
| 4 | 4. Save Global Settings | Free |
How-to Guide
1. Open Global Settings
Entry: Form editor → File Collection → Global Settings
- Open the WPS smart form editing interface.
- Select the File Collection module in the left navigation pane.
- Find the Global Settings option.
- Click it to open the editing panel.
Success Criteria
- Interface result: The Global Settings panel or editing area opens.
- What you can do next: You can review and change related settings.
Tips While Using
- Common mistake: If you are not in the form editor first, the File Collection module may not be visible.
- Environment note: Keep an internet connection available when editing online forms.
2. Adjust Related Settings
Entry: Global Settings panel
- Review the current settings in the Global Settings panel.
- Adjust the items you need according to the on-screen prompts.
- Check whether each setting matches your current file collection needs.
Success Criteria
- Interface result: The settings are updated for the current scenario.
- What you can do next: You can continue to preview or save the configuration.
Tips While Using
- Common mistake: If you skip checking each item after editing, the final collection rules may not match your expectations.
3. Preview the Configuration
Entry: Preview area in the Global Settings panel
- After adjusting the settings, review the current preview result.
- Compare the result with your actual collection scenario.
- If needed, go back and continue editing the settings.
Success Criteria
- Interface result: You can see the preview result for the current configuration.
- What you can do next: You can move on to saving after confirmation.
Tips While Using
- Common mistake: Saving without previewing may lead to another round of edits later.
4. Save Global Settings
Entry: Global Settings panel → OK
- Confirm that the settings and preview result are correct.
- Click OK to finish.
- Return to the editor and continue with later editing or publishing steps.
Success Criteria
- Interface result: The settings panel closes or shows the saved state.
- What you can do next: You can continue editing the form or move to publishing.
Tips While Using
- Common mistake: Closing the panel without clicking OK may leave your changes unsaved.