How to set up the Upload File field
Accepting Files through an online form is one of the most practical ways to automate your workflow. With MightyForms you can limit the size of the file, make sure it's a certain type and all your file submissions go straight to your Google Drive or Dropbox cloud via native integration.
Here's how you can create this workflow:
1. Select a form
First thing you need to do is login to your MightyForms app, then:
- Select an existing form from your dashboard
- Create a new form from scratch
- Select one of the Templates.
- Or Transfer an existing Form.
2. Add the 'Upload File' field
To add a File Upload field look to the left corner of the page where your builder toolbox is. Use the search bar or scroll to find the File Upload field, select it and drag and drop wherever you want it in your form.
3. Set up Cloud Storage for files.
Click the Cloud Settings button on the left side of the screen, where Upload File field options displayed
Choose one of the options, Google Drive or DropBox.
Option A: Google Drive
For Google Drive, a pop-up will open for you to log in to your Google account.
Give MightyForms permission to access your Google Drive by clicking 'Allow'.
Now you should see the Folder structure of your Google Drive. Simply select the folder where files have to be uploaded after form submission by clicking on it.
Now upload file field is ready to send files to your Google Drive!
You should receive files on Google Drive and see the direct link to the uploaded files in your Submissions:
If the form is integrated with Google Sheets to receive submission data automatically to a document, links to uploaded files will be there as well:
Option B: DropBox
A pop-up will appear for you to sign in to your Dropbox account.
For the integration to work, be sure to click 'To allow' so that MightyForms can access your Dropbox.
Now you should see the Folder structure of your PC available in dropbox. Simply select the folder where files have to be uploaded after form submission by clicking on it.
Now upload file field is ready to send files to DropBox folders!
4. Set up 'Upload File' settings
If you need every form submission to have a file uploaded, remember to check the box to make this a Required Field.
You can automatically receive/send uploaded files through your email notifications by switching 'ON' the Email Attachment.
Name the label for this field, a placeholder text, and the button text.
MightyForms has pre-listed some forms of the file you could accept.
You can customize exactly the kind of files you want by selecting 'Custom' and writing the type of file you want underneath.
Or choose multiple file upload option by this field:
There is an alternative way to integrate Google Drive and Dropbox to MightyForms:
Learn more about how to connect with either: