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This guide shows you how to implement this functionality on your own BPD website.

Step-by-step guide

Add upload document

in Cart

First, add the widget to the Cart template: 

1. In the CMS, navigate to go to Content → Pages & Templates → Checkout.
   
   
2. Select the Cart template.
   
   
3. Locate where you want the Upload Files facility to be in the layout and click 'Add Widget'.
   
   
4. Search for Order Documents and click 'Add Widget'.
    
5. Edit the widget to customise document file types accepted. Format for enttry: .pdf Separate each file type with a comma. See: Order Documents Widget.
   
6. IMPORTANT - When adding this widget in the cart, 'Show document link' must be toggled OFF.
    
7. Click Save. 
   
   
8. Refresh your shopping cart in another browser (or incognito window) to verify the File Uploader now displays.
   
   Image Added

Next, add the Order Documents Widget to the Order Lines Information template. This will determined determine if the document is included in the Order Placed email as well as the user's Order History. 

1. In the CMS,  navigate to go to Content → Pages & Templates → Checkout.
   
   
2. Find the Order Lines Info template. 
   
   
3. Click Add Widget.
   
   
4. Search for Order Documents and click Add Widget.
    
5. Edit the widget to customise options. See:   Order Documents Widget.
    
6. Click Save. 
   
   
7. The link to the user's document will now appear on the Order Placed email, as well as in the user's Order History when the order details are being viewed. 
    

Add upload payment document for order submission

First, add the widget to the Checkout template: 

1. In the CMS, navigate to go to Content → Pages & Templates → Checkout.
   
   
2. Select the Checkout template.
   
   
3. Locate the Checkout Payment Options Widget. In the same zone, click Add Widget.
   
   
   
4. Search for Order Documents and click Add Widget.
   
   
5. Edit the widget to customise document file types accepted. Format for enttry: .pdf Separate each file type with a comma. Ensure 'Show document link' is toggled OFF. See: Order Documents Widget.
   
   
6. IMPORTANT - Move the Order Documents Widget so that it is above positioned before the Checkout Payment Options Widget in the same zone.

Next, edit the Checkout Payment Options Widget.

1. Click Edit for the Checkout Payment Options Widget.
   
   
2. Click the Order Documents tab.
   
3. In Payment Types Requiring Order Documents, add each payment type one or more payment types where a document must be uploaded for order submission.
   
   
4. To display a message to alert the user a document is required, toggle ON Display Order Document Message.
   
   
5. If required, edit the Order Document Message. This message displays in tells the alert to the user that a document must be uploaded , and on the warning message when a customer tries to submit an order without an uploaded document. NOTE - The default message contains a placeholder for the payment type.
   
6. Click Save. 

Add Order Document Widget to an Email Template

This widget must be added to every email template you want the link to appear. For example, you may want the link to appear in the Order Received and Order Comfirmation emails. You will need to add the widget to each of these templates.

1. In the CMS, go to Content → Email
   
   
2. Go to the email template.
   
   
3. Add the Order Document Widget.
   
   
4. Edit the widget. Ensure  document file types accepted are the same as for the instance in the Checkout page. Format for enttry is: .pdf  Separate each file type with a comma. Ensure 'Show document link' is toggled ON. See: Order Documents Widget.
   
5. Click Save.

Additional Information

Related help