File Upload - Setting up and using the CRM File Upload Widget

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example the Form Configuration widget will be configured to use the contact entity.
  2. Click and drag a CRM File Upload widget in the body of your form and click on the edit button to display the properties prompt. For this example the File Upload Destination will be Notes.

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  3. You are also able to allow your users to upload multiple files, all that is required of you is to select the checkbox called "Allow Multiple File Uploads".
  4. Underneath the Notes section, feel free to specify a title and description for a newly uploaded file to use.

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  5. On the page, you can use a CRM Notes widget to confirm that files are being successfully uploaded to CRM. Browse for a valid file to attach to the widget and submit the form to upload the file to the record.

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