Enabling Multi-File Upload in Forms and Surveys

Introduction to Multi-File Upload

The CRM system now includes the functionality to upload multiple files through forms, streamlining file management for organizations that require document submissions from clients or employees. This feature offers several advantages:

• Streamlined File Management: Users can easily drag and drop multiple files, making the upload process quicker and more efficient.

• Improved Control: Users have the option to remove incorrect files before completing the upload.

• Better Accessibility: Uploaded files are linked individually in CSV exports, email notifications, and autoresponders, enhancing organization.

How to Set Up Multi-File Upload

Implementing multi-file upload on your forms is a simple process. Follow these steps to activate this feature:

1. Access the Forms/Surveys Section:

• Go to the 'Sites' tab located in the left-side menu.
• Select 'Forms/Surveys' from the options. You can either start a new form or modify an existing one.

2. Add a Custom Field:

• In the Form Builder, click the “+” icon to add a new field.
• Choose 'Custom Field' and click on “Add Custom Fields.”

3. Set Up the File Upload Option:

• From the list of field types, choose “File Upload” and click 'Next.'

• Give your custom field a name. Make sure to check the box allowing all file types, then click 'Save.'

4. Insert the Custom Field into Your Form:

• Add the newly created custom field to your form or survey.
• Once added, the custom field will appear in the form builder. Be sure to click 'Save' and use 'Preview' to check how the form looks before publishing.

Uploading Files via the Form

After the form is live, users can attach multiple files as needed. The confirmation emails will include links to these files, improving the accessibility and organization of the documents.

Troubleshooting and Frequently Asked Questions

Can I restrict the file types for uploads?

Yes, during the creation of the custom field, you can specify which file types are allowed.

How can I secure uploaded files?

Regularly review the security settings within your CRM and limit access to sensitive files based on user roles to maintain data security.