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Attaching Documents to Orders

Overview
 

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If you allow customisation or personalised items in your product offering, you may encounter scenarios where you require extra information from your ordering customer. Perhaps you need an image file or PDF from them before you can fill their order. In these instances, it's immensely helpful to offer a file upload facility in the shopping cart.

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The Order Documents widget does just that - users can attach files to their order, which are then submitted with their cart. These files are stored on the server and can be accessed by administrators via a link on the Order Placed email.

 

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

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  1. In the CMS, navigate to Content --> Standard Pages
  2. Select 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, such as ticking the 'Show document link' option for email templates. Widget documentation can be found here - 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 viewing the order details. 
      

 

 

Additional Information

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Minimum Version Requirements

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MultiExcerptNameMinimum Version Requirements

03.82.00

Prerequisites

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MultiExcerptNamePre reqs

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Self Configurable

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MultiExcerptNameSelf Configurable

Yes

Business Function

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MultiExcerptNameBusiness Function

Fulfillment

BPD Only?

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MultiExcerptNameBPD Only

Yes

B2B/B2C/Both

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MultiExcerptNameB2B/B2C/Both

Both

Ballpark Hours From CV (if opting for CV to complete self config component)

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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs

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n/a

CMS Category

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MultiExcerptNameCMS Category

 

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