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Multi-File Upload Supported On Forms

February 01, 20241 min read

Introducing a groundbreaking enhancement to our CRM: the ability to enable multi-file upload on forms. Now, streamline your file management with the convenience of uploading and organizing multiple files effortlessly, ensuring a more efficient and controlled experience for your small business needs.

Multi-File Upload Supported On Forms: Enable multi-file upload on forms, allowing users to easily upload and manage multiple files on the CRM.👇🏻

⭐️ Why does it matter to your business?

  1. Efficient File Management: Easily drag and upload multiple files, streamlining the process.

  2. Enhanced Control: Delete incorrect files before finalizing the upload.

  3. Improved Accessibility: Upgraded handling of file uploads in CSV exports, email notifications, and autoresponders, providing links to individual files for better organization.

⭐️ How To Use Multi-File Upload Supported On Forms:

  1. Access the sites tab from the left navigation menu and select Forms/Surveys and choose to start from scratch or use a template.

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  2. In the Builder click on the “+” button and select the custom field and click on the “Add Custom Fields” button.

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  3. And select “File Upload” and click Next.

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  4. Name the custom field & check the box for all file types and hit the save button.

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  5. Now Add the custom field you created in the Form/Survey.

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  6. You can see the newly added custom field in the builder. Click the save button and click on preview.

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  7. While filling in the form now you can add multiple files.

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  8. In the Confirmation email you can see the multiple files field.

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Implementing these steps enhances your overall CRM experience, providing a more efficient and organized approach to file management.

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Prestige Rep is an all-in-one sales and marketing platform powered by Ai

Prestige Rep Team

Prestige Rep is an all-in-one sales and marketing platform powered by Ai

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