How to Use WPS Settings on macOS

Use Settings through 4 task topics, all available without membership; start from the How-to Index to jump to the steps you need.

How-to Index

How-to Guide

1. Open relay settings

Entry: Form editor → File Collection → Settings

1. Open the Smart Forms editing interface.
2. Select the File Collection module in the left navigation area.
3. Find the Settings option.
4. Click it to enter the editing area.

Success Criteria

• Interface result: You have entered the settings area related to relay configuration.
• What you can do next: You can view and edit the current settings.

Tips While Using

• Common mistake: If you do not enter the File Collection module first, the Settings entry may not appear.
• Environment note: If the page has not finished loading, check that your network connection is working normally.

2. Adjust relay parameters

Entry: Settings panel

1. Review the current parameters in the Settings panel.
2. Modify the related options based on your collection needs.
3. Check each setting item before moving on.

Success Criteria

• Interface result: The updated parameters are shown in the Settings panel.
• What you can do next: You can continue to preview or confirm the changes.

Tips While Using

• Common mistake: If you skip checking each item after editing, the collection rules may not match the actual need.

3. Preview the settings result

Entry: Settings panel → Preview

1. Open Preview after adjusting the parameters.
2. Check whether the file collection display matches your expectation.
3. If needed, return to the Settings panel and continue editing.

Success Criteria

• Interface result: You can see the preview result for the current settings.
• What you can do next: If everything looks correct, you can continue to save.

Tips While Using

• Common mistake: Confirming changes without previewing may cause the responder-side display to differ from what you expected.

4. Save and apply the settings

Entry: Settings panel → Confirm / Save

1. Confirm that the preview result is correct.
2. Click Confirm to finish the current settings.
3. If the workflow requires publishing before changes take effect, complete the publish step as well.

Success Criteria

• Interface result: The settings are saved, and the interface returns or shows a saved state.
• What you can do next: You can continue editing the form or publish it.

Tips While Using

• Common mistake: Editing the settings without clicking Save or Confirm.
• Environment note: Some changes may take effect for responders only after publishing.