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đŸ§© User File Uploads

Enable File Upload Task Type in Guided Member Experiences (Admin Setting)

Updated today

Overview

CustomerHub continues to simplify the way creators guide their members. With the new File Upload Task in Onboarding experiences, Admins can now request files as part of their onboarding flows—think ID documents, signed agreements, or assignments.
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This task streamlines communication and keeps everything neatly stored within the member’s Filebox.


What's New?

Admins can now:

  • Add an "Upload a File" task to onboarding flows.

  • Set expectations by specifying the file requirement in the task description.

  • Track upload status and receive logs of completed uploads.

Members can:

  • Easily upload files via a clean, simple interface.

  • Receive clear notifications on upload success or errors.

  • See their uploaded files added automatically to their Filebox.


How It Works

  1. Add the Task

    • From your admin dashboard, edit an onboarding flow.

    • Choose Task Type: Upload a File.

    • Optionally, include instructions (e.g., “Upload a copy of your signed NDA”).

  2. Member Experience

    • The task appears in their onboarding checklist.

    • They can drag-and-drop or browse to upload.

    • A visible note reminds them: Maximum file size: 25MB.

  3. After Upload

    • The file is added to the user’s Filebox automatically.

    • An activity log entry is created for audit tracking.

    • Members receive a success confirmation or helpful error feedback.


FAQs

Q: Can I request multiple files in a single task?
A: Currently, each task is designed for one file upload to keep the process clear and organized. For multiple files, consider creating separate upload tasks.

Q: What happens if a user tries to upload a file over 25MB?
A: They’ll receive an error message letting them know the file is too large. We recommend advising users to compress files or use an alternative format.

Q: Can uploaded files be viewed or downloaded by Admins?
A: Yes. Once uploaded, files appear in the member’s Filebox, accessible to Admins for review and download.

Q: Is there a notification when a file is uploaded?
A: Yes. Both the member and Admin will see a log of the completed upload. In-app notifications confirm a successful upload or flag any issues.

Q: Does this integrate with other tools?
A: Uploaded files stay within CustomerHub, but you can build automations using Zapier or your CRM to be alerted or trigger actions when a file is added.


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