Use Upload File with 3 how-to topics, including 3 free topics and 0 membership-related topics, and jump from the index to the matching steps below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the file upload entry | Free |
| 2 | 2. Set file upload options | Free |
| 3 | 3. Preview and save the setup | Free |
How-to Guide
1. Open the file upload entry
Entry: Form editor → File Collection → File Upload
- Open the Smart Forms editing interface.
- Select File Collection in the left navigation area.
- Find File Upload and open its editing panel.
Success Criteria
- The file upload settings area is open.
- You can continue viewing or editing the upload setup.
Tips While Using
- Make sure the current form is already in editable status.
- If the entry is not visible, confirm that you are in the correct form editing page.
2. Set file upload options
Entry: File Upload settings panel
- Adjust the relevant options in the file upload settings panel.
- Check whether the upload rules fit your current collection needs.
- Keep the updated settings after finishing the changes.
Success Criteria
- The options are adjusted for the current business need.
- The settings panel reflects the target configuration.
Tips While Using
- Decide what kinds of files you need to collect before changing the setup.
- Review the full form structure so the upload field works well with other fields.
3. Preview and save the setup
Entry: File Upload settings panel → Preview / Confirm
- Preview the result after adjusting the settings.
- Check whether the file upload display matches your expectation.
- Click Confirm to finish the current action.
- Save the full form if needed.
Success Criteria
- The preview result matches the expected layout.
- The current file upload setup has been saved.
Tips While Using
- If the saved setup does not appear on the response side, check whether the form still needs to be republished.
- For live collection, test the upload flow once before sharing the form widely.