How to Enable Multi File Upload on Forms/Surveys

Introduction to Multi-File Upload

The CRM now supports the ability to upload multiple files through forms. This enhancement is geared towards making file management more efficient and controlled, especially for businesses that require the submission of multiple documents from clients or employees. Key benefits include:

Efficient File Management: Users can drag and drop multiple files for upload, simplifying the process.
Enhanced Control: It allows for the deletion of incorrect files before finalizing the upload.
Improved Accessibility: The feature ensures better organization by providing links to individual files in CSV exports, email notifications, and autoresponders.

Step-by-Step Guide to Using Multi-File Upload

Implementing multi-file upload on your forms is straightforward. Follow these steps to get started:

Access Forms/Surveys:

Navigate to the 'Sites' tab from the left-hand menu.
Click on 'Forms/Surveys'. Here, you have the option to start from scratch or use an existing template.

Add Custom Field:

In the Form Builder, click on the “+” button to add a new field.
Select 'Custom Field' and then click on the “Add Custom Fields” button.

Configure File Upload:

Choose “File Upload” from the options and click 'Next'.

Name your custom field. Ensure you check the box to allow all file types, then hit the 'Save' button.

Incorporate Custom Field into Form:

Add the custom field you created to your Form/Survey.
Once added, you will see the new custom field in the builder. Remember to click the 'Save' button and then 'Preview' to see how it looks.

Uploading Multiple Files:

When filling out the form, users can now add multiple files as needed.
In the confirmation email, recipients will see the multiple files field, enhancing the accessibility and organization of uploaded files.

Troubleshooting and FAQs

Q: Can I limit the types of files that can be uploaded?

A: Yes, when creating the custom field, you can specify the allowed file types for upload.

Q: How can I ensure the security of uploaded files?

A: Regularly review and update your CRM’s security settings. Consider restricting access to sensitive files based on user roles.