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Overview
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Adding the Order Documents Widget allows your buying customer to attach a document to their order. For instance, if customisation or personalised items are included in your product offering, you may
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have scenarios where
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extra information
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is needed. Perhaps
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an image file or PDF from them before you can fill their order. In these instances, it's
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helpful to offer a file upload facility in the shopping cart. These files are stored on the server and can be accessed by administrators via a link on the Order Placed email.
From version 4.36+, the widget can be used to require certain orders, e.g., those paid by specified payment types offline, to upload payment evidence immediately after order submission.
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This guide shows you how to implement this functionality on your own BPD website.
Step-by-step guide
Add attach file in Cart
First, add the widget to the Cart template:
- Login to In the CMS.Navigate , navigate to Content --> Standard Pages → Pages & Templates → Checkout.
- Select Select the Cart template.
- Locate the optimal position where you want the Upload Files facility to be in the layout and click 'Add Widget' (in this example, we've added it to Zone Bottom Left).
- Search for Order Documents and click 'Add Widget'.
- Edit the widget to customise options, such as accepted document file types . Widget documentation can be found here - accepted. See: Order Documents Widget.
- Click 'Save'.
- Refresh your shopping cart in another browser (or incognito window) to verify the File Uploader now displays.
Next, add the widget Order Documents Widget to the Order Lines Information template:. This will determined if the document is included in the Order Placed email as well as the user's Order History.
- In the CMS, navigate navigate to Content --> Standard Pages. Select the → Pages & Templates → Checkout.
- Find the Order Lines Info template.
- Click 'Add Widget'.
- Search for Order Documents and click 'Add Widget'.
- Edit the widget to customise options, such as ticking the 'Show document link' option for email templates. Widget documentation can be found here -. See: Order Documents Widget.
- Click 'Save'.
- 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 are being viewed.
Additional Information
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