View Product Page

General settings

To set up the general upload rules, their visibility and other options, go to the tab General. Let’s check every option in detail.

First of all, you can set the width, height, and quality of the thumbnail images generated after uploading a file.

General settings

The user can associate files to products and/or orders depending on the conditions set by the administrator.

The upload button shows only if one or more rules apply to the products in the cart.

You can show or hide the upload button in the Cart, Checkout, Thank You page and My Account by enabling or disabling each option.

General settings options

For uploads through the My Account page, you can further filter this option and make sure that it is available only for those order statuses that you’ve enabled in the following option “Allow the file upload when the order status is“:

File uploads based on the order status

Additionally, you can also choose on which order status your customers are allowed to delete the files they have uploaded.

File deletion based on the order status
Remove file

Storing folder and mode

Upload folder and storing mode

Upload folder: choose a custom folder in your WordPress installation where to store all the uploaded files. Leave it blank to create the default folder in wp-content/uploads/yith-additional-uploads/.

Storing mode: choose whether to use the ID or the order number as the name of the subfolder where the uploaded files will be stored.

Split products in cart

Split products in cart: enable this option to split products with multiple quantities and make sure that customers can upload different products for every item. For example, if your user adds the “Calendar” product with quantity 3, they will be able to upload a different file for each copy of the calendar. Please, refer to this page for more details.

Split products in Cart

General upload rules

Main upload rules

Then, here you can configure your main upload rules that will apply to all products or override them for specific products from the product page.

For more details about the setup of the upload rules, please, refer to the following pages:

Accept uploads automatically

Finally, from these General settings you can also enable the options to accept the uploaded files automatically, either for product rules or for orders, or both of them:

How to automatically accept uploaded files

How to create general upload rules

To let the user upload one or more files and associate them to specific products in the cart, make sure to first create the specific upload rules in the plugin settings or on the product detail page.

The general rules apply to all the products of the shop, yet, you can disable them from the product edit page.

If the upload button does not show: 

  • check the pages on which you enabled the file upload
  • make sure that you enabled the upload for the products and/or the order

To create a general rule, go to the tab General and click on the Add new rule button.

How to create a general upload rule

For each new rule you can set:

  • label: text to describe the upload field;
  • allowed file extensions: if the uploaded file has a different extension, it will be rejected. Leave empty to allow any file extension;
  • maximum size: the maximum size allowed for the uploaded file;
  • allow notes: when enabled, the user will be able to enter a note that will be visible to the administrator in the order details.

Each rule will enable an upload option on the product. 

Assuming that we have created 2 upload rules, the user must add 2 files when purchasing.

Order with uploads - example

Upload rules management on simple products

By default, all the general rules apply to all the products of the shop unless you have disabled it from the product settings or if you have configured at least one new rule on the product. Let’s see how to do this.

Go to the product detail page and click on the Add new rule button.

Set rules on the simple product

As for any new rule, you must specify the following parameters:

  • label: text to describe the upload field;
  • allowed file extensions: if the uploaded file has a different extension, it will be rejected. Leave empty to allow any file extension;
  • maximum size: the maximum size allowed for the file;
  • allow notes: when enabled, the user will be able to enter a note that will be visible to the administrator in the order details.
Upload rule by product

Assuming that we configured 4 general upload rules (therefore, 4 files) and 2 on the YITH Bag product, we expect to get 4 files as required for all the products in the cart and 2 for the YITH Bag product.

If you want to prevent the customer from uploading any kind of file for a specific product, then, make sure you check the Disable the upload option on the product page.

Disable the upload

How to manage the uploads on variable products

When it comes to product variations, you can choose between two different ways to apply the general rules and override them from the variation settings.

This can be controlled using the option Enable uploads for products variations in the tab General.

Variations option

If it is disabled, the general rules will not apply to product variations, but you can, however, enable them from the variation details, as you can see in the following screenshot:

Variations disabled

If it is enabled, the general rules will automatically apply to all product variations, but you can disable them from the variation details as shown below:

Variations enabled

If you want to create custom rules for the product variations of a specific product, you can add them through the Add new rule button and save the product.

Product rules

Now, the general rules will no longer apply to product variations, but you can enable/disable them on every variation.

Variation rules

Rules to show the upload button

The user can associate files to products and/or orders depending on the conditions set by the administrator.

Please note: The upload button shows only if one or more upload rules apply to products in the cart.

You can show the upload button on the Cart, Checkout, Thank You and My Account pages, and enabled/disabled each of them separately from the general settings available in the tab General.

General settings options

On My Account page, the upload is possible only for those orders whose status is among the ones you have selected in YITH -> Uploads.

Upload based on order status

Every uploaded file can be deleted only if the order status is among those you have selected in the plugin settings.

File deletion based on the order status
Delete a file

How to enable the upload for products and orders

You can allow or require the user to upload one or more files for each product in the cart and for the entire order.

You can enable these options individually from the General settings.

Upload for products, variations and orders
  • Enable uploads for products: this will apply all the Main upload rules to every single product in cart;
  • Enable uploads for product variations: this will apply all the Main upload rules to every single product variation in cart;
  • Enable uploads for orders: this will apply the main upload rules to the full order.

Let’s make an example to better explain how these options combine.
Suppose you have one main rule that allows the customer to upload 1 file, 2 products in the cart and both the upload options for products and orders are enabled.

The user will be able to upload 1 file for the entire order and 1 file for each product in the cart, for a total of 3 files.

Upload example
  • Order upload text: here, you can add a custom text that will be shown to the user on every page where the upload fields are available.
Custom text

If you want to override or add more upload rules for your products, please, refer to the following pages:

Split uploads

By default, if there are more items of the same product in the cart, the plugin applies the upload rule only once; therefore, the uploaded files will be the same for all the product units.

Split disabled

If the option Split Products on cart is enabled in the General settings, in the cart, there will be a line for each item of the same product. This allows users to upload different files for each item:

Split products in cart
Split products

The splitting option works only if users edit the product quantity from the product page. Yet, if they change it from the Cart page, the items will not be split.

How to manage the uploads – admin side

Each file sent by users has to be approved or rejected by the admin. In this way, your users know if they have sent the files correctly or if they have to change them and upload them again.
Each order that includes files without approval will be highlighted using a specific icon.

Orders with attachments

To approve or reject the files associated with the order and products, go to the order detail page, where you can also see a preview of the uploaded file.

Order attachments

Whenever a file is approved or rejected, the customer will receive an email notification.

Reject a file - Email

The user can visit the order page and upload a new file.
After uploading it, the order notification icon will show again, so the admin is always informed if there’s some order attachment waiting for approval.

New file uploading

Based on the upload rules you’ve set up, the customer can upload the required files:

  • before completing the order from Cart and Checkout pages;
  • after purchasing, from the Thank you page and the order details in My Account;
  • only for orders that have a specific status.

You can read more about how to customize these settings here.

To upload the file, the user can click on the Upload file button in the order or next to the product and upload the requested files from the modal window.

Order attachments

If the format does not match the allowed ones, the file will not be uploaded and the user will see an error message.

Wrong file

“My Account” page

In the order detail on My Account page, the user can upload the files that have not been added before or edit the current ones.

Edit uploaded files
Remove file

Remove a file previously uploaded

The user can remove the uploaded files both during the checkout and from My Account page after completing the order.

Remove file

The file can be removed only if the order is in one of the statuses enabled in the plugin settings.

File deletion based on the order status

File saving

All folders generated by the plugin can be found at the following path: wp-content/uploads/yith-additional-uploads. If you want to group all the folders with the users’ files in one parent folder in this position, just enter the name in the Upload folder option.

All the files sent by users are stored and sorted either based on their ID or the order number they are associated with. You can select one or the other in the option Storing mode available in the plugin General settings.

Upload folder and storing mode

Emails

The plugin manages the automatic sending of 4 emails that you can enable or disable from WooCommerce > Settings > Emails.

YITH Uploads emails
  • YITH Uploads Order Message: email sent to the user when the administrator sends a message through the dedicated box on the order edit page;
    Uploads messages
  • YITH Uploads Order File Status: email sent to the user when the uploaded file has been accepted or rejected by the administrator;
  • YITH Uploads File Deleted: email sent to the administrator to notify when the user has removed one of the files previously uploaded;
  • YITH Uploads File Uploaded: email sent to the administrator when the user associates a new file with an existing order.