• FORM FIELDS AND CONDITIONAL LOGIC • SETUP GUIDE

How to Configure File Uploads and Validation

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Collect resale certificates and business documents through Shopify registration forms with allowed file types and file-size restrictions.

Before you begin

Open the intended form in the builder and identify what the answer will be used for: review only, field mapping, a visibility condition, or an approval rule. Choose the answer type before configuring those dependencies.

Type and size must both be accepted

A File upload field can collect a resale certificate or other supporting document. Configure allowed types and a maximum file size for that field. The app enforces a hard maximum of 20 MB per file, even if a larger limit is entered.

The server checks file type, size, and a signed upload token. Files are stored in Shopify Files. A file being present only proves that an attachment was supplied; your reviewer must inspect the document because AI scoring does not read its contents.

Set up this workflow

  1. Add File upload to your form.

  2. Enter a label and help text naming the document required.

  3. Set Allowed file types using the accepted types for your business.

  4. Set the maximum file size in MB, keeping it at or below 20 MB.

  5. Enable Required if the document is mandatory, then save.

  6. Test a valid document and a disallowed or oversized file, then inspect the accepted upload in Submissions.

Example

For a Certificate field, allow PDF and set a 5 MB limit. Test a small PDF, a JPEG, and a PDF above 5 MB using files without personal information.

Expected result

Only a file meeting both configured type and size restrictions is accepted.

Limits and important behavior

  • The server enforces file type, size, and signed-token checks.
  • The maximum supported size is 20 MB per file even if a higher value is entered.
  • Uploaded files are stored in Shopify Files; AI scoring reads text answers, not file contents.

Troubleshooting and verification

If upload fails, compare the real file type and size with the field restrictions, then retry with a small permitted document. Increasing the field setting above 20 MB cannot bypass the hard cap. Upload acceptance does not establish that a certificate is genuine.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Configure File Uploads and Validation” after completing the setup. Show the controls used to add File upload to your form. Add a second screenshot showing the result of this check: Test a valid document and a disallowed or oversized file, then inspect the accepted upload in Submissions. Use dummy applicant details and mask any secrets.

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