Use Upload File with 4 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Upload File feature | Free |
| 2 | 2. Configure file upload settings | Free |
| 3 | 3. Preview and confirm the result | Free |
| 4 | 4. Edit an existing file upload setup | Free |
How-to Guide
1. Open the Upload File feature
Entry path: Form editor → Questionnaire → Upload File
- Open the Smart Forms editing interface.
- In the left navigation area, select Questionnaire.
- Find the Upload File option.
- Click it to enter editing mode.
Success Criteria
- Interface result: the Upload File editing area is open.
- What you can do next: you can continue configuring related settings.
Tips While Using
- Common mistake: if you are not in the Questionnaire area, the Upload File option may not be visible.
- Environment note: keeping the network connected helps avoid incomplete sync during editing.
2. Configure file upload settings
Entry path: Upload File settings panel
- Open the Upload File settings panel.
- Review the available configuration items.
- Adjust the settings based on the needs of the questionnaire.
- Click OK to confirm the current setup.
Success Criteria
- Interface result: the updated settings are applied to the current question.
- What you can do next: you can preview, save, or publish the questionnaire.
Tips While Using
- Common mistake: leaving the page before confirming the changes may interrupt the current setup.
3. Preview and confirm the result
Entry path: After configuring Upload File → Preview
- Open Preview after finishing the Upload File settings.
- Check where the file upload question appears in the questionnaire.
- Review the wording and interaction result.
- Return to the editor to save or publish after confirmation.
Success Criteria
- Interface result: the file upload question is visible in preview.
- What you can do next: you can return to editing for more changes or finish saving.
Tips While Using
- Common mistake: publishing without preview may leave display issues unnoticed.
4. Edit an existing file upload setup
Entry path: Existing questionnaire → Upload File
- Open a questionnaire that has already been created.
- Find the Upload File option again in the editor.
- Update the related settings as needed.
- Save the changes.
Success Criteria
- Interface result: the updated Upload File configuration is saved.
- What you can do next: later submissions can follow the updated setup.
Tips While Using
- Common mistake: overlooking the scope of the change.
- Environment note: some changes may affect only new submissions.