The Upload Files tab is a built-in file storage area in every Survey Automator project. It is used to share files between the project team and clients without having to send attachments via email.
File statuses
Each file has one of four statuses that determine who can view and download it. The project manager can filter the list by status using the buttons at the top.
Protected Only the project manager has access. Automatically deleted after 99 days.
Shared Available to clients logged in via two-factor authentication. The file appears in the client’s file list with a “Download” button. Automatically deleted after 99 days.
Public Does not appear in any file list. Shared only via a direct link; no login is required to open or download the file. Is not automatically deleted, and a direct link remains valid even if the file’s status is changed later.
Pending Automatically assigned when a client uploads a file. The client sees their own uploaded file in the list. The project manager sees the file as “Pending” and decides what to do with it: keep it protected, share it, publish it, or start a participant import.
Who Sees What
| Protected | Public | Shared | Pending | |
|---|---|---|---|---|
| Project Manager | Upload, download, delete, change status | Upload, download, delete, copy link | Upload, download, delete, change status | Upload, download, delete, change status |
| Client with two-factor authentication | — | — | Download | Upload, view your own files |
| External user with direct link | — | Open/Save Locally | — | — |
Other
- Only the project manager can change the status of a file that has already been uploaded.
- Files added via “Insert Image” in other tabs are automatically set to public.