To create a new 'File Upload' form, complete the following steps:
Open a new 'Standard Form.' Click on the form icon from the lefthand navigation menu:
To create a new Standard Form, click 'Add Standard Form.'
Scroll down to the 'Form Type.' A dropdown menu will appear, listing the available form types. Select 'File Upload.'
After entering all other required information, click 'Save Form.'
When you click 'Save Form,' the page will refresh. You will be returned to the top of the form. This saves your form in the system. To continue setting up your form, scroll to the bottom of the form page. Additional fields will appear:
Enter Instructions for your users. For example, what file(s) you need from them, the format you wish the file to be, etc.
Enter an upload name. This will tell users the name of the file requested from them. The Upload Name is required before the form is saved.
Click 'Save Form.' The page will refresh, and your form is complete. If the form is set to 'Open,' it is now available to the users configured in the previous steps.
Note: Ensure your instructions are complete before clicking 'Save Form.' You cannot change instructions once the form is saved.
Optionally, you may add more than file upload. The form's instructions will remain unchanged.
Make sure to name additional file uploads, then click 'Save Form' to save your changes:
Your form is now saved. Remember that a form's 'Status' must be set to 'Open' to receive files from your users.