Quick Answer
How do you add a File Upload field?
Go to Settings → Custom Fields, create a File Upload custom field, then open your form or survey in the Builder and add that field from the available custom fields. Configure its label, required status, and accepted file types, then save and test it.
Collecting Files Directly Through Your Forms and Surveys
Some submissions require more than text responses. Visitors may need to provide documents, images, screenshots, or other files.
The File Upload custom field lets users attach those files as part of the form or survey submission instead of requiring separate follow-up communication.
You can control whether the upload is required, guide users on accepted file types, and keep upload fields organized for reuse.
Create once and reuse
Create the File Upload field in Settings → Custom Fields, then reuse it in forms or surveys where the same upload purpose applies.
File Uploads at a Glance
Before You Begin
Decide what users need to upload so you can give the File Upload field a clear name and appropriate instructions.
- Choose a clear field name such as “Upload Document” or “Upload Screenshot.”
- Decide whether the upload should be optional or required.
Step 1: Create the File Upload Custom Field
Open Custom Fields
Go to Settings → Custom Fields.
Add a New Field
Click + Add Field and choose File Upload.
Name the Field
Give the field a clear name, such as Upload Document or Upload Screenshot.
Save the Field
Save the new custom field.
Use clear field names
A clear name makes the File Upload field easier to identify when you add it inside the form or survey Builder later.
Step 2: Add the Field to a Form or Survey
Open the Builder
Go to Sites → Forms or Sites → Surveys → Builder.
Find the File Upload Field
Locate the File Upload field where custom fields are listed, often under Quick Add or Custom Fields.
Add It to the Form or Survey
Drag and drop the File Upload field into the form or survey.
Save
Click Save.
Step 3: Configure the Field Settings
After adding the field, click it to adjust how it behaves and what users see.
Label & Help Text
Tell users what they should upload, such as “Upload your ID” or “Attach your logo.”
Required
Turn the required setting on when the file must be provided before submission.
Accepted File Types
Specify the allowed file types to help prevent incorrect uploads.
Size Guidance
If your account has a file-size limit, include that information in the help text so users know the requirement.
For image-only uploads
If you only want images such as screenshots, restrict the field to image types and include short guidance such as “PNG/JPG works best.”
Step 4: Organize and Find Uploaded Files
Keep uploads easier to manage by organizing related custom fields and reviewing submissions when you need a specific file.
Custom Field Folders
Create folders in Custom Fields to group related upload fields.
Submissions and Responses
Review form or survey submissions to locate uploaded files associated with each contact or response.
Reuse When Appropriate
Reuse one File Upload field across multiple assets when the purpose of the upload is the same.
Common Use Cases
Lead Qualification
Collect proposals, business plans, or proof documents as part of the submission.
Client Onboarding
Request contracts, brand assets, or identity documents.
Support Requests
Let users attach screenshots, recordings, or logs when requesting help.
Example
Add an “Upload Screenshot” field to a support form so the user can provide the image with the original request instead of sending it later.
Frequently Asked Questions
How can I ensure that users upload the correct file type?
Specify accepted file types in the File Upload field settings so users know what is allowed.
Is there a size limit for uploaded files?
Yes. File size limits can vary by account or platform settings. Check your BizStackPro settings or documentation for the current limit.
How do I view or manage uploaded files?
You can access uploads through the custom field folder in your account (Custom Fields) and by reviewing submissions/responses tied to the form or survey.
Can I edit the file upload field after adding it to a form?
Yes. Click the File Upload field inside the builder to update settings like labels, required status, and allowed file types.
What should I do if a file fails to upload?
Verify the file type and size meet requirements, confirm a stable connection, and retry. If it continues, test with a smaller file and contact support.
Continue Learning
Continue with related Forms guides for working with custom fields, building forms and surveys, and reviewing uploaded submission data.
