How To Use File Upload Custom Field in Forms and Surveys

What the File Upload Custom Field Does

The File Upload custom field allows visitors to attach files when they submit your form or survey. You can control whether it’s required, guide users on allowed file types, and keep uploads organized.

Step 1: Create the File Upload Custom Field

1. Go to Settings → Custom Fields.
2. Click + Add Field and choose File Upload.
3. Name the field (example: “Upload Document” or “Upload Screenshot”).
4. Save the field.

Step 2: Add the Field to a Form or Survey

• Open Sites → Forms (or Surveys) → Builder.
• Find your File Upload field under the area where custom fields are listed (often in Quick Add / Custom Fields).
• Drag and drop it into your form or survey.
• Click Save.

Step 3: Configure the Field Settings

After you place the field, click it to adjust how it behaves and what users see.

• Label & help text: Tell users what to upload (example: “Upload your ID” or “Attach your logo”).
• Required: Toggle on if the upload is mandatory.
• Accepted file types: Specify allowed types to prevent wrong uploads.
• Size guidance: If your account has a size limit, mention it in help text so users aren’t surprised.

Step 4: Organize and Find Uploaded Files

Keep uploads easy to manage by organizing your custom fields into folders and reviewing submissions when needed.

• Folders: Create folders in Custom Fields to group related upload fields.
• Submissions/Responses: Review form/survey submissions to locate specific uploaded files tied to each contact.
• Consistency: Reuse one “Upload File” field across multiple assets when the purpose is the same.

Common Use Cases

• Lead Qualification: Collect proposals, business plans, or proof documents.
• Client Onboarding: Request contracts, brand assets, or identity documents.
• Support Requests: Let users attach screenshots, recordings, or logs.