Image & File Access For Forms & Surveys

Image & File Access For Forms & Surveys

Software Updates

February 20, 2024 ● 2 min read

Image & File Access For Forms & Surveys
Imagine a small business utilizing the CRM to create all kinds of forms and surveys that require image uploads as part of the data collection process. With this feature, it is convenient to access the files and images uploaded right within the contact area for each person in the CRM, facilitating efficient management and seamless collaboration.
Image & File Access For Forms & Surveys: Access uploaded Forms & Surveys files and images in one place, enhancing document management capabilities and simplifying workflow processes within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Efficiency: Save time and streamline processes by enabling seamless access to file and image uploads received from Forms & Surveys.

  • Improved Organization: Maintain a well-organized repository of documents and images within easy access of essential files when needed.

  • Enhanced Collaboration: Foster collaboration and communication among team members by providing a centralized platform for accessing documents and images from Forms & Surveys, facilitating smoother collaboration on projects and tasks.

⭐️ How To Use Image & File Access for Forms & Surveys:

  1.  Images and files uploaded through forms and surveys will be listed in the Contact page. To access the images, go to the Contacts tab from the left navigation menu, select Smart List from the upper navigation menu, and select the contact.

  2. Click on the Document icon and select Received on the right-hand panel. Click Form/Survey according to the requirements.

  3. Now you will be able to see all the submitted images & files in the Form/Survey.

All uploads from Forms & Surveys will be centralized, eliminating separate storage buckets and providing a unified repository for all files.

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