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Welcome to Files.com. In this tutorial about Registrations, we’re going to cover:
- What is a Registration?
- What are Registrations Used For?
- How to Create a Custom Registration Form
- How to Apply a Registration Form to a Share Link
- How to Apply a Registration Form to an Inbox
- Viewing Registrations
- How to Manage Your Custom Registration Forms
A registration is where you require the user to submit additional information prior to uploading. The visitor will be presented with a registration form to complete and the information can be stored and used later.
Registration forms are used to collect additional information from a user. The provided information can also be used to separate submissions.
To create a registration form, navigate to Sharing > Custom Forms. Click the New Custom Form button.
Provide a title for the form. The standard form asks users for their Name, Company, and Email Address. You can choose to enable or disable these. You can add your own custom fields and there are different types of fields. You can also specify whether a field is required.
Once you’ve configured the form and its fields, click the Save Form button.
To add a Registration Form to a Share Link, navigate to Sharing > Share Links.
Select the Share Link. Select the Settings tab. Toggle the slider next to Require registration. This will enable the default standard form.
To use a custom form, click the Edit button next to the Custom form. Select the form you want to use and click Save.
To add a Registration Form to an Inbox, navigate to Sharing > Inboxes.
Select the Inbox. Select the Settings tab. Toggle the slider next to Require registration. This will enable the default standard form.
To use a custom form, click the Edit button next to Custom form. Select the form you want to use and click Save.
Whenever a registration form is submitted by a user, it’s logged, so that you can audit it later.
To view the submitted registration forms for Share Links, navigate to Sharing > Share Links > Registrations where you can see the submitted registration information for the Share Link.
To view the submitted registration forms for Inboxes, navigate to Sharing > Inboxes > Registrations where you can see the submitted registration information for the Inbox.
You can use the submitted form data to name the subfolders that are created when submissions are separated.
If you enable both the Require registration and Separate submissions into subfolders settings, you’ll be presented with the option to specify a Subfolder name template. This allows you to customize the naming rules for the subfolders used to separate the submissions. The shortcut buttons here will reflect the fields of the registration form being used. Use the buttons to insert those form field variables into the subfolder name. You can also insert static text into the subfolder name. Once you’re happy with the subfolder pattern, click Save.
Now the subfolders will be created using the submitted form data in the subfolder names. This is a handy way for grouping submissions based on the submitted form data.
To manage your forms, navigate to Sharing > Custom Forms.
Here you can use the Edit button to update your form. Use the Delete button to delete a form. You can use the New Custom Form button to create a new form.
Forms can also be managed programmatically using the Files.com API or the Files.com Command Line App.
Thanks for watching.
If you have any questions, please feel free to Contact us or give us a call at 1-800-286-8372.
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