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CMS Max Documentation

Forms

How to create, embed, and manage forms on your CMS Max website, including contact forms, payment forms, and file uploads

Overview

Forms let you collect information from your website visitors — contact inquiries, job applications, bill payments, event registrations, and more. CMS Max includes a built-in form builder that handles submissions, notifications, and file uploads without needing any external tools.

Forms list

Embedding a Form on a Page

Once you have created a form, you can display it on any page in two ways:

On-Page Embedding

The form appears directly within the page content:

  1. Open the page editor.
  2. Place your cursor where you want the form to appear.
  3. Click Insert Widget in the editor toolbar.
  4. Search for Form and select it.
  5. Choose On-Page as the display method.
  6. Select the form you want to embed.
  7. Click Insert and save the page.

A button appears on the page; clicking it opens the form in a popup window:

  1. Follow steps 1–5 above, but choose Popup or Modal as the display method.
  2. Enter the button label (e.g., "Contact Us" or "Apply Now").
  3. Click Insert and save the page.

The popup approach keeps your page layout clean while still making the form easily accessible.

Form embed widget dialog

Pre-Filling Form Fields via URL

You can pre-populate form fields by adding information to the URL — useful for sharing links with specific information already filled in (for example, sending a customer a payment link with an amount pre-filled).

  1. Open the form editor and note the Identifier for each field you want to pre-fill.

  2. Add the identifier and value as a query parameter in the URL:

    yourdomain.com/contact?name=Sam

    This would pre-fill a field with the identifier name with the value "Sam".

  3. You can pre-fill multiple fields by chaining parameters with &:

    yourdomain.com/contact?name=Sam&email=sam@example.com

Address Autocomplete

If your form includes an address field with autocomplete enabled, visitors can start typing an address and select it from the Google Places suggestions. The form automatically populates all address components (street, city, state, ZIP code).

Note: This feature requires a Google Maps API key. Contact your site administrator if you need this enabled.

Quantity Counter Fields

You can add a Quantity Counter field when you want visitors to increment/decrement numeric values instead of typing free-form text.

  • Single mode: one counter shown as [- number +]
  • Multiple mode: a list of counters with labels (for example: First, Second, Third)
  • Configuration: each counter supports an initial value, minimum, and maximum
  • Default behavior: minimum defaults to 0
  • Submission format: multiple values are stored as a single text value like First: 2, Second: 1 in exports/webhooks

File Upload Fields

You can add file upload fields to any form, allowing visitors to attach documents, images, and other files to their submission.

Upload Limits

  • Maximum file size: 50MB per file
  • Multiple files: Forms can be configured to allow multiple uploads, each subject to the 50MB limit

Accepted File Types

Category Formats
Images JPG, PNG, GIF, WebP, SVG, AVIF
Videos MP4, MOV, AVI, MKV, WebM
Audio MP3, WAV, OGG, FLAC, AAC
Documents PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX
Text TXT, CSV, RTF
Archives ZIP

If a visitor tries to upload a file in an unsupported format or over the size limit, they will see an error message. Include upload instructions in your form to help visitors prepare their files.

Uploaded files are securely stored in the cloud and accessible from the admin dashboard.

Form Templates

CMS Max provides ready-to-use templates for common form types to help you get started quickly.

Employment / Job Application Form

A standard application form with these fields:

  • Name (required)
  • Phone (required)
  • Email (required)
  • Resume upload (optional)
  • Additional information (required)

Online Bill Pay Form

Collect payments alongside contact information:

  • Full Name (required)
  • Phone (required)
  • Email (required)
  • Notes (optional)
  • Invoice Number (optional)
  • Payment Amount (required — supports credit card processing)

To use a template, navigate to your form builder and look for an Import option where you can load a template to get started.

Form editor

Viewing Form Submissions

All form submissions are stored in the admin panel:

  1. Navigate to Forms in the sidebar.
  2. Click on the form you want to review.
  3. Click the Submissions tab or button.

You can view, export, and manage submissions from there.

Form submissions view

Frequently Asked Questions

How do I get email notifications when someone submits a form?

Open the form editor and look for a Notifications or Email Alerts section. Add the email addresses that should receive notifications on each new submission.

Can visitors submit a form more than once?

Yes, by default. If you need to limit submissions per visitor, contact support for options.

Where are uploaded files stored?

Uploaded files are stored securely in CMS Max's cloud storage and are accessible through the form submission details in the admin panel.

How are uploaded filenames handled?

The original filename is preserved (lowercased, with spaces and special characters replaced by hyphens). For example, My Resume.pdf is stored as my-resume.pdf. If a visitor uploads a file with a name that already exists, an incrementing number is appended — my-resume-1.pdf, my-resume-2.pdf, and so on. In rare cases of heavy concurrent uploads, a short random suffix (e.g. my-resume-aB3.pdf) may be used instead. Existing files are never overwritten.

What happens if someone submits a file that is too large?

They will see an error message explaining that the file exceeds the size limit. Include a note in your form instructions advising visitors of the 50MB per file limit.