Creating File Upload Custom Fields | Aesthetix CRM

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Creating File Upload Custom Fields

Enhance your Aesthetix forms by learning how to create file upload custom fields that allow users to easily submit documents, images, and other files. This article provides a step-by-step tutorial on setting up file upload fields, including tips on configuring file types, size limits, and ensuring secure uploads. Explore best practices for user experience, such as clear instructions and feedback mechanisms for successful uploads. With practical examples and expert advice, this guide is perfect for Aesthetix users looking to streamline data collection and improve functionality through effective file upload custom fields.

1. Click on "Settings."

1 Click here.

2. Click on "Custom Fields".

2 Click on "Custom Fields".

3. Click on "Add Field".

3 Click on "Add Field".

4. Click on "File Upload".

4 Click on "File Upload".

5. Review the preview section.

5 Click here.

6. After that, click "Next" to proceed.

6 After that, click on "Next".

7. Enter a name in the "Field Name" section.

7 Click on the element.

8. Use the drop-down menu to select a "Group."

8 After, click on "Select".

9. Another drop-down menu will appear for object selection.

9 After, click on "Contact".

10. Check the box of the type of file you want to upload.

10 Once that's done, click here.

11. Click on "Additional Preferences" for further customization.

11 Upload

12. If you require a unique key, click to customize it.

12 Following that, click here.

13. Add description of the field.

13 Next, click on the element.

14. As the last step, click on "Save".

14 Click on "Save".

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