Guide to Using File Upload Feature in Forms

Feature Summary

The file upload question is used to collect various file formats, such as documents, images, audio, and video. It belongs to the "File/Image Question Type." Respondents can drag and drop or paste files into the upload area, with support for setting restrictions on file types and sizes.

Feature Description

Feature Dimension	Description
Membership Restrictions	No membership restrictions
Version Restrictions	No version restrictions

Operating Steps

Adding a File Upload Question

Access Point"Edit" tab → "File/Image Question Types" → "File Upload" button

1. Click the "Edit" tab at the top
2. Expand the "File/Image Question Types" section in the left panel
3. Click the "File Upload" button to add a file upload question to the collection
4. The default question text is "Please upload a file". Respondents can drag and drop or paste files into the upload area, or click the "Upload File" button to upload
5. Current default settings: maximum of 1 file upload, with each file not exceeding 10MB

Set File Type Restrictions

Access PathFile Upload → "File Settings" → Toggle "File Type Restrictions"

1. Click on the added file upload question
2. In the right-hand "File Settings" panel, turn on the "File Type Restrictions" toggle
3. After enabling, select the allowed file types for upload

Set File Naming Method

Access PathFile Upload → "File Settings" → "File Naming Method" dropdown

1. Click on the file upload question you have added
2. In the right-hand "File Settings" panel, click "File Naming Method" (currently set to "Original Filename ×")
3. In the pop-up panel, check the desired naming fields (e.g., "Original Filename"), or enter a custom rule in the "Add Custom Fixed Name" input box

Enable Creation of Categorized Folders

Feature Access PathFile Upload → "File Settings" → Toggle "Create Categorized Folder"

1. Click on the file upload question that has already been added
2. In the right-hand "File Settings" panel, turn on the "Create Categorized Folder" toggle
3. Once enabled, folders will be automatically created based on the naming convention, and collected files will be categorized and consolidated accordingly

Set Individual File Size Limit

Feature Access PathFile Upload → "File Settings" → Dropdown menu for "Individual File Size Limit"

1. Click on the added file upload question
2. In the right-hand "File Settings" panel, click the dropdown menu for "Individual File Size Limit"
3. Available options: "10M" (default), "30M", "50M", "100M", "300M"

Set File Quantity Limit

Feature Access PathFile Upload → "File Settings" → "File Quantity Limit" dropdown menu

1. Click on the added file upload question
2. In the right-hand "File Settings" panel, click the "File Quantity Limit" dropdown menu
3. Available options: "1 file" (default), "2 files", "3 files", "4 files", "5 files", "6 files", "7 files", "8 files", etc.

Frequently Asked Questions

Q1: What file types are supported for upload?

• Solution: Supports various file formats such as documents, images, audio, and video. You can specify allowed file types under "File Type Restrictions."

Q2: How to limit file size and quantity?

• Solution: Set the "Maximum File Size" and "Maximum Number of Files" separately in the "File Settings."

Notes

• The file upload question is suitable for scenarios such as material collection and attachment submission.
• It is recommended to set reasonable limits on file types and sizes.