Add an Order File
An example of an Order File would be a Drop Ship List, or a Signed Packing Slip as proof of delivery.
Option 1: File Type
- Click on the + icon to the right of Files.
- Choose a File from your Computer.
- Choose the File Group.
(additional File Types can be created in Settings > Dockets > Order Options File Group) - Click Save.
Clicking the down arrow to the right of Save will allow you to Save and Add a New file.
Option 2: URL Type
- Click on the + icon to the right of Files.
- From the Type dropdown choose URL.
- Provide a File Name.
- Paste the URL into the URL field.
- Choose the File Group.
(additional File Types can be created in Settings > Dockets > Order Options File Group) - Click Save.
Clicking the down arrow to the right of Save will allow you to Save and Add a New file URL.
File Actions
Once the file has been added you may need to pause for a moment as the file finishes uploading. Refreshing the page may also be necessary to see the File Actions listed below.
Edit
This allows you to reassign the File Group.
Download
This allows you to download the file to your computer.
Create Thumbnail
This allows you to create a Thumbnail image from the selected file
Copy URL
This allows you to copy the URL of the File for image hosting needs.
Delete
This allows you to delete the file.
For a list of acceptable file format types, see Support - Acceptable File Types.