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Ideally, you'd want to upload the PDF of the Women's Shirts Size Guide just once, then associate every women's shirt with that file so that users could access it from the product page as they shop.  Product Document Import allows you to do just that.Follow the steps below to see how. 

Product page with size guide PDF linkImage Added


Step-by-step guide

  1. If your PDF file(s) haven't already been uploaded to the CMS, do that first. Go to File Manager, select the Documents folder (then navigate to sub-folder if required), then click Upload. Browse to your document(s) and select to upload. 
  2. Get your CSV file ready. You can download an example template on the import page, or here: product-document-example.csv.
  3. You'll need 4 columns: 
    • Column A - ProductCode: This is the product code you're editing documents for in this import.
    • Column B - Label:  This is the label text the user will click on to access the PDF.  Example: "Size guide"
    • Column C - Path:  This is the path to the document on your website. You need the folder path + file name. Example: "/Documents/Size-Guide-Womens.pdf"
    • Column D - Tag:  This should be any tag(s) you want to associate with this product and PDF combination. You can use tags as a filtering device in the Product Document widget on your product page.  Example: shirts
  4.  Save your file in .csv format.
  5. In the CMS, navigate to Products & Categories → Product Document Import
  6. In the Default Tag dropdown, you can select one of your existing tags to use for this import. If you choose not to use any of the defaults, make sure your 'Tag' column is populated for every product on your spreadsheet. 
  7. Select the Import Type you're after: 
    • Append - Adds documents to the products on the CSV file, but does not affect existing product info
    • Overwrite - Replaces existing documents on products in the file with the new documents specified. It will only do this where the tag on the existing document matches what is on your CSV file (or the default tag if none is specified on the spreadsheet). 
    • Delete - Removes all existing specified documents. Here you can choose to delete by tag (where there is a match), or by file path (where there is a match)
  8. Click 'Select files' to browse to your saved CSV. Once you select the file, the import will begin automatically. 
  9. Once complete, the Import Log will show whether all data was updated successfully, or any errors were encountered. 

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