Do you want to give your visitors the ability to upload files in forms on your WordPress website? In this article we will tell you how to create a file upload form in WordPress using WPForms plugin.
This file upload feature will give your users the ability to upload files in different file formats making it easier to collect information
Let’s talk about a real life use case of file upload forms – Let’s assume you are hiring for a Digital Marketing strategist position and need the candidate’s resume to be uploaded on your WordPress website in different formats that are applicable. This is where a file upload form would come into picture and that is what exactly we are going to deep dive in this article.
Let’s have a look at some of the use cases where File upload form is ideally suited
Job Application: As we discussed above, candidates can make use of the file upload option to upload their resumes, CVs etc in different formats like docx, pdf.
Uploading Identity Related Documents in the form of images – e.g images of Driving license, SSN Card, Identity card etc in different image formats like PNG, jpeg.
Guest Posting: If you are accepting guest posts on your site then you need to have the option to upload file and that is where a file upload form comes into picture
How to Create a File Upload Form in WordPress (Step by Step Approach)
As stated earlier we are going to make use of WPForms plugin in order to create a file upload form in WordPress.
For the uninitiated, WPForms is one of the most popular form builders for WordPress. You can create amazing contact forms, payment forms, signature forms and much more. One of the features that we are going to make use of, is the File upload feature of WPForms. So let’s get started without any further ado.
WPForms by default supports the following file types
Documents – .doc, .xls, .ppt, and .pdf
Images – .gif, .jpg, .png
Video – .mov, .mpg, and .wmv, .mp4
Audio – ,mp3, .wav, .mp4
Step 1: Install the WPForms Plugin
Before we even create Forms we need to install the WPForms plugin. Follow the below given steps in order to install the WPForms plugin
Navigate to your WordPress dashboard
Go to the Plugins section –> Add New
Once you click on Add New you will come across a screen. In the search box type “WPForms” and then you will come across a screen similar to this one.
Now click on “Install Now” and then Activate the Plugin
Once you are done with the activation you will be asked for the License Key
Where to find the WPForms License Key
Navigate to your WordPress Dashboard and then go to the WPForms section –> Settings
Once you click on Settings you will get a window on the right hand side. Keep on scrolling down until you find the License Key section. You will come across a screen that’s similar to the one shown below
In case you have purchased the WPForms Pro plan then you can find the license key in the account which you used to purchase WPForms subscription
Once you have entered the license key then we will go to the next step i.e Installing the Stripe Add-on.
Important Note: WPForms will let you add File uploads to anywhere on your website not just on form pages.
Step 2: Create a File Upload Form in WordPress
Now that we have installed and activated the WPForms plugin we will go ahead and create a new form. Follow the below given steps in order to create a new file upload form
In this step we will create a form. WPForms provides various templates which you can make use of for creating forms.
WPForms provides several inbuilt templates which you can make use of for creating amazing forms. By making use of these templates you don’t need to start from scratch thereby saving your time and efforts.
If you are using the Free version of WPForms you won’t have access to the Additional templates. So before we proceed further you need to make sure that you have access to the WPForms Pro plan
If you haven’t got the WPForms Pro License we suggest that you get it by click on the below button. Only then we can proceed further with the FIle Upload Form creation process.
Assuming that you have bought the WPForms Pro license let’s go ahead and check out the next steps.
In order to create a new form follow the below given steps.
Navigate to your WordPress Dashboard –> Click on WPForms –> Add New
Once you click on “Add New” you will come across a list of all the templates provided by WPForms. Keep scrolling until you find the “Additional templates” text.
You need to make sure that you have already activated the Form Templates Pack Addon in order to be able to search this File upload form template.
Once you have chosen the File Upload form template from the Additional templates section WPForms will populate a pre-build File upload form and you can see the form builder interface.
You can make use of the drag and drop builder from the form builder interface.
You can include whichever elements you want by dragging them from the left hand side of the Form builder interface.
As shown in the above screenshot the File upload form comes with default fields like Name (First, last), Email, Phone No. as well as the File Upload field.
You can rearrange the order in case you want the File upload to go above the other fields.
Step 3: Configuring the File Upload settings
You can configure the following things related to the File Upload
– Max File SIze Limit – You might have come across several forms which say that the file shouldn’t be more than 3 MB etc. This particular field helps you specify the maximum size that you wish to specify. For e.g If you have specified the maximum file size allowed is 2 MB and if someone uploads a file that’s greater than 2 MB the form won’ be submitted as this condition isn’t fulfilled.
– Required / Mandatory – If you want that users should upload a file then you should enable the checkbox which means that if the user doesn’t upload a file then the form shouldn’t be submitted. You might have come across several job openings where it asks you for your cover letter and if you don’t upload one it shows an error message. The required field basically does this functionality.
– Allowed File Extensions – Here you will specify as to which type of files are allowed. For e.g If you setup the option that you would accept only Png or jpg files and if the user uploads a GIF then it won’t let you submit the form.
Now you must be wondering where do these form entries go once the user submits them. By default WordPress stores all the form entries inside WPForms’ folder inside the uploads directory of your site.
Alternatively, you can also specify and store these entries inside the WordPress Media library
Besides this you can also add Spam protection feature as well as a GDPR field so as to achieve GDPR compliance. In case you want to know how to include the GDPR field you can check out this cool guide on how to add a GDPR field to your file upload form
Step 4: Configure the Form Notifications Feature
Now there are two aspects to the Form Notifications that you should be aware of
1. Once the user submits a form you should get some kind of notification that the user has submitted the form – You will get an Email notification whenever someone submits a form on your website. This is a good practice that should be followed so that you will be updated on any potential leads you get in you are working in the B2B business.
In order to receive Email notifications like the one stated above you will have to setup the Form notifications and provide your Email address
2. Once the user has submitted the form they should get a notification that their form has been submitted successfully.
YOu can make use of the Smart tags feature in order to send personalized email notifications to your site visitors.
Step 5: Configure the Form Confirmations
Form confirmations are a set of actions that should happen immediately and automatically once the user fills out a form. There are 3 kinds of form confirmations WPForms provides which we have enlisted below
1. Redirect – Once the user has submitted the form on your site you can redirect them to any page of your choice by utilizing the Redirect. You can take the user to any entirely different site altogether if you want.
2. Display Page – Once the user submits the form you can automatically redirect them to a display page something similar to a Thank you Page.
3. Message – This is the default message that a user gets when they submit the form on your website. You can even customize this message as per your needs.
Now that we are done configuring the Notifications and Confirmations it’s time to add your form to a page and publish
In order to add the newly created form to your WordPress website follow the below given steps
Step 6: Adding the Newly Created Form to Your WordPress website
Add a New Page to your WordPress website
Navigate to your WordPress dashboard –> Pages –> Add New
Once you click on Add New a new blank page will appear, now give a suitable name to your page something like Contract or Service Agreement
If you are using a Block editor then click on the + sign (Refer to the screenshot shown below)
Now in the search box search for “WPforms” you will immediately see the WPForms element pop-up (Refer to the below screenshot)
Once you click on WPForms as shown in the above screenshot, you will be presented with a Drop down option (as shown below). Choose the appropriate page which you have created from the Drop down section
In your case it would your File Upload Form which you created in the above steps (choose that one from the drop down).
Once you have chosen the appropriate page then click on Publish in order to make the page live on your website.
So what are you waiting for? Get ready to create a File Upload form on your WordPress websites and give your site visitors a chance to upload files using WPForms Pro plan
We hope you enjoyed this step by step tutorial on how to create a File Upload form on your WordPress website.