Access to payment documents
Document files are stored on the server. They can be
accessed by administrators accessed by your team members and customers via a link on
the any order-related emails, e.g., Order Placed
email. Users can access the documents when viewing the order in Order History or (if configured) via a link in an order email. Once logged into the site, the documents can be opened.
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Users can also access the documents in Order History.
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Attach Payment Document to Order lets a customer attach evidence of payment with their order submission. These files are stored on the server and can be accessed by administrators via a link on an order-related email or when viewing the order in Order Placed emailHistory. |
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Step-by-step guide
- In the CMS, go to Content → Pages & Templates → Checkout.
- Select the Checkout template.
- Locate the Checkout Payment Options Widget. In the same zone, click Add Widget.
- Search for Order Documents and click Add Widget.
- Edit the widget. See: Order Documents Widget.
- Enter document file types accepted Format: .pdf For For multiple file types, separate each one with a comma, e.g., .pdf,.jpg.
- Ensure 'Show document link' is toggled OFF.
- Save the widget.
- IMPORTANT - Move the Order Documents Widget so that it is positioned just above the Checkout Payment Options Widget in the same zone.
Next, edit the Checkout Payment Options Widget.
- Click Edit for the Checkout Payment Options Widget.
- Click the Order Documents tab.
- In Payment Types Requiring Order Documents, add one or more payment types that need a document uploaded.
To display an alert the user a document is required, toggle ON Display Order Document Message. This message tells the user that a document must be uploaded when a customer tries to submit an order without an uploaded document.
- If required, edit the Order Document Message. NOTE - The default message contains a placeholder for the payment type.
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This step may have been done for your site already.
- In the CMS, go to Content → Pages & Templates → Orders.
- Select the Order Documents Page template.
- Ensure the Order Documents widget has been added. If not, click Add Widget.
- Search for Order Documents and click Add Widget.
- Edit the widget. See: Order Documents Widget.
- Enter document file types accepted Format: .pdf For multiple file types, separate each one with a comma, e.g., .pdf,.jpg.
- Ensure 'Show document link' is toggled OFF.
- Save the widget.
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. The widget must be added to each template separately.
To add the Order Document Widget to an email template:
- In the CMS, go to Content → Email
- Go to the email template.
- In the location you want the link displayed, add the Order Document Widget.
- Edit the widget. See: Order Documents Widget.
- Ensure document file types accepted are the same as those in the Checkout page's widget.
- Enter document file types accepted Format: .pdf For multiple file types, separate each one with a comma, e.g., .pdf,.jpg.
- Ensure 'Show document link' is toggled ON.
- Click Save.
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MultiExcerptName | Additional Info |
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Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| 4.3637 |
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Prerequisites | |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function |
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MultiExcerptName | Business Function |
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| OrdersOrdering |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| Both |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a |
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Content by Label |
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showLabels | false |
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showSpace | false |
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excludeCurrent | true |
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cql | label = "payment" and title ~ "'Release Payments'" |
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Content by Label |
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showLabels | false |
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showSpace | false |
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title | Related widgets |
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excludeCurrent | true |
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cql | label = "widget" and title ~ "Order Documents" |
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Content by Label |
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showLabels | false |
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showSpace | false |
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excludeCurrent | true |
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cql | label = "widget" and title ~ "'Payment Options Widget'" |
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