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How can I set up required file uploads on purchase?

Many organisations need photos, certificates or other documents to be uploaded on registration. This article explains how you can set that up

Steps:

  • Navigate to Product management > Products
  • Select the product (group) you require files for from the left sidebar
  • Open ‘Required files’ and click ‘Add required file’
  • Choose the category and add a description
  • Click ‘Save’ and you’re done
  • Now when a member signs up through your shop, they'll be asked to upload a file that matches the description

 

Managing files

When a customer has uploaded a file in this way it is called a 'Shared file' – these can be found in a few places:

Contact record:

  • Search for a contact and click their name
  • Click ‘Shared files’ in the right sidebar
  • Here you have the option to download the file, copy the URL the file is stored at, reject the file or preview it if it is an image

Column headings and Exporting:

  • Navigate to Contact management > Contacts
  • Click ‘Manage columns’ in the bottom-right and add the relevant file category
  • Click ‘Save’

This page will now show links to download the shared files. You can also download the data you see (including the file download links) as an Excel spreadsheet via the ‘Export’ button in the bottom-right.