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Allow anyone to upload directly to a board!

Megh McLaughlin avatar
Written by Megh McLaughlin
Updated over a week ago

Who can use this feature?

👨‍👩‍👧‍👦 Supported on any Air plan

✏️ Anyone who has edit access to the workspace, library, or board

⬆️ Anyone who is a visitor of the content collection form's public URL

Are you working with a photographer or content creator and want to skip unnecessary tasks like transferring files via email and uploading files yourself? Content collection forms can make it easy for collaborators to upload assets. They don’t even have to be an Air user - just create a unique link and the files can be uploaded right from their device.

This article explores the content collection form feature on Air from creation to the end user experience.

Creating Content Collection Forms

Generating the form

When on the main view of a board or sub-board, the Add button allows access to “Collect Content” from the drop-down options. Here you can generate an upload form to be used by anyone who has access to the unique URL.

Required fields

Add options for requested information using your Custom Fields. These fields can be marked as "Optional" or "Required." If a field is marked as required, the user is only able to submit assets once it is completed.

Content Collection form creators and editors can require visitors to leave their name and email upon viewing the link. This triggers notifications for the content collection form owner about uploads that will display the input name of the user who took the action rather than displaying it as anonymous. The name field is recorded in the metadata info tab within the “Uploaded by” field.

✉️ While the name appears as the uploader of the asset in the workspace, the email of the user is not attached to the asset's metadata. This anonymous account will be recognized for 7 days by their browser cache.

Submit via Content Collection Forms

Anyone with an active content collection form URL can upload assets into the form's corresponding board, adding content to the workspace.

The form begins with a screen that instructs users how to upload and submit content, so even if they're not familiar with the tool, it's easy to learn right away.

Uploading assets

Users can upload in batches or all at once. After uploading the desired items, users must apply any required descriptions or custom field values as dictated by the settings when the form was generated. These values are able to be applied to all items being submitted or this can be toggled off to apply custom field values to assets manually. When applying manually, the values can be applied to multiple assets using multi-select.

Users are not able to submit the content until all required fields have been entered.

Removing assets

Users are able to remove uploaded assets before submission, and they can be removed individually or in bulk by using the Select All option or using click-and-drag to multi-select assets. Once removed from the form, the assets are unable to be replaced and would need to be re-uploaded to the form.

Submitting assets

Once all required fields are applied, a confirmation page is displayed with the option to upload more assets, as well as small previews of submitted content and their file names. The assets are submitted immediately to the specified board location in the workspace with the applied values.

🔒 Users cannot access or edit the content after submission unless they are also added as users to the workspace or board where the submitted content is uploaded.

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