Use Upload File with 3 how-to topics, all available without membership; start from the How-to Index to jump to the task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Upload File feature | Free |
| 2 | 2. Set upload options and preview | Free |
| 3 | 3. Save the Upload File setup | Free |
How-to Guide
1. Open the Upload File feature
Entry path: Form editor → Vote → Upload File
- Open the Smart Form editing interface.
- Select the Vote module in the left navigation pane.
- Find the Upload File setup item.
- Click it to enter the editing area.
Success Criteria
- Interface result: The Upload File editing area or settings panel opens.
- Next action available: You can continue to adjust upload-related settings.
Tips While Using
- Make sure the current form is editable before you start.
- If you cannot find the Vote module, confirm that you are in the correct Smart Form editing page.
2. Set upload options and preview
Entry path: Upload File settings panel
- Review the available settings in the pop-up panel.
- Adjust the upload options based on your form needs.
- Preview the result after finishing the setup.
- Confirm that the display matches your collection requirements.
Success Criteria
- Interface result: The preview area shows the updated Upload File effect.
- Next action available: You can continue to confirm or save the setup.
Tips While Using
- Check each setting before previewing so you do not need to repeat edits later.
- If the form will be shared externally, review the display from a responder perspective first.
3. Save the Upload File setup
Entry path: Upload File settings panel → Confirm / Save
- Finish the settings and preview check.
- Click Confirm to complete the current action.
- If the page also provides a save option, click Save to write the setup to the form.
- Return to the form editor and check whether the Upload File item has been updated.
Success Criteria
- Interface result: The Upload File setup remains saved in the current form.
- Next action available: You can continue to share the form or review later responses.
Tips While Using
- If the changes do not take effect, confirm that the final save step was completed.
- Some changes may require the form to be published again before responders can see the latest setup.