YITH Uploads: Settings -

General settings

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In the plugin general settings you will be able to set up the general upload rules and their visibility and other options. Let’s check every option in detail.

First of all, you will be able to set the width, height and quality of the thumbnail images generated after you upload a file.

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

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

The upload button can be shown in the Cart, Checkout, Thank You page and My Account, and enabled/disabled for each of them separately from the plugin settings in YITH > Uploads > General settings.

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” (again in YITH > Uploads > General settings):

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

Storing folder and mode

Upload folder: here you will be able to choose a custom folder in your WordPress installation where all the uploaded files will be stored. 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 quantity 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.

General upload rules

Then, here you can configure your main upload rules. Please, refer to this page for a more detailed explanation.

Uploads for products and orders

Please, refer to this page.

General settings

Home > Settings

In the plugin general settings you will be able to set up the general upload rules and their visibility and other options. Let’s check every option in detail.

First of all, you will be able to set the width, height and quality of the thumbnail images generated after you upload a file.

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

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

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

Storing folder and mode

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

General 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 create general upload rules

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In order to let the user upload one or more files and associated them with specific products in the cart, make sure the administrator first creates 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, but you can however 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 YITH Plugins > Uploads and click on the Add new rule button.

For each new rule you need to 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 allowed for the file.
allow notes: when enabled, the user will be able to type in 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 3 upload rules, the user will have to add 3 files when purchasing.

Upload rules management on simple products

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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.

Open the product detail page and click on the “Add new rule” button.

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 allowed for the file.
allow notes: when enabled, the user will be able to type in a note that will be visible to the administrator in the order details.

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

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

How to manage the uploads on variable products

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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 “Enable uploads for products variations” option in the plugin general settings, YITH > Uploads > General:

If it is disabled (set to OFF), then, 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:

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

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

Now the general rules will no longer be applicable to product variations, but you can now enable/disable these product rules on every variation.

Rules to show the upload button

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

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

The upload button can be shown in the Cart, Checkout, Thank You and My Account pages, and enabled/disabled for each of them separately from the plugin settings in YITH > Uploads > General settings.

In “My Account” page, the upload is possible only for those orders which status is among the ones you have selected in YITH Plugins -> Uploads.

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

How to enable the upload for products and orders

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

You can enable these options individually from the General settings.

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 give 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 cart and both the upload options for products and for orders are enabled.

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

Order upload text: here you can add here a custom text that will be displayed to the user on every page where the upload fields show up.

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

Split uploads

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If there are more items of the same product in the cart, the plugin by default applies the upload rule only once: therefore, you will be able to only upload the files will be the same for all the copies of the product.

If the option “Split Products” is enabled, in the cart you will find one line for each item of the same product. This allows users to upload different files for each item:

This splitting option works only if users edits the product quantity from the product page. Yet, if you change the quantity from the Cart page, the items will not be split.

How to manage the uploads – admin side

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Each file sent by users has to be approved or rejected. 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 by means of a specific icon.

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

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

The user will be allowed to visit the order page and upload a new file.
When the user uploads a new file, the order notification icon will be displayed again, so the admin is always informed if there’s some order attachment waiting for approval.

New file uploading

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

before completing the order, from “Cart” and/or “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.

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

“My Account” page

In the order detail on “My Account” page, the user will be able to upload the files that have not been added before or edit the current ones.

Remove a file previously uploaded

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

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

File saving

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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 called “Storing mode” available in the plugin General settings.

Emails

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The premium version of the plugin manages the automatic sending of 4 additional 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.
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.

You can configure all the plugin-related emails from WooCommerce > Settings > Emails: