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User File Uploads

Collect documents, assignments, or media from your users—right inside your CustomerHub pages.

Updated over 2 weeks ago

Overview

The User File Uploads feature allows you to add a file upload field to any page using the page builder. Users can easily submit files directly from their device, making it simple to collect things like homework, intake forms, bios, signed agreements, or other key content—without needing third-party tools.

Each uploaded file is stored with the user’s account and visible in their User Filebox (if enabled), where both Admins and Users can manage shared documents.

Please note: The file upload component will only work on private pages, so if you have Public Content turned on, your users will need to be logged in to be able to upload a file.

How it works

For Admins

Add to Products

  1. Navigate to the desired product page, and click Add content to the page
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  2. Select the new Upload component
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  3. (Optional) Add a Title and Description for the upload
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  4. Save the upload component, then Save the page
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Add to Onboarding Experiences

  1. Navigate to the desired onboarding experience tasks tab
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  2. Add a new task

  3. Select Upload a File from the 'Completed by' dropdown option
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  4. Click Create

Note: Whenever a user uploads a file, the following actions occur automatically:

  • All Admins will automatically receive an email notification

  • The uploaded file is added to the files tab of the corresponding user

  • A file upload activity is automatically logged in the activities log

For Users

  1. Browse to a Product page or Onboarding task with an upload component
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    (Product page with an upload component)
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    (Onboarding task with an upload component)
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  2. Click the Upload link and choose a file to upload from your device

  3. Wait for the file to upload (Note: a spinner will display on the upload component while the file is uploading, and a checkmark will display once completed)
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    ​(view while file is uploading)
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    ​(view after file has successfully uploaded)

  4. All user-uploaded files will display for later reference in their dedicated Filebox
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Use Cases

  • Collect coaching assignments or session prep work

  • Receive intake forms or client bios

  • Accept signed agreements or waivers

  • Upload project files or media as part of a learning experience

Related Articles
User Management
User email notifications
Onboarding Experiences: Guide Customers to Success
User Dashboard Page (Home)
User Directory
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