Documents
Attach and manage order-specific documents in a structured way.
Overview
The Documents feature allows you to attach files of any type to an order in a structured way.
Each document has:
- A name and description to guide the user on what to upload
- An optional minimum number of files that must be uploaded
When used together with Completion Check, Documents can enforce that certain files are attached before an order is allowed to be marked as completed.
Access & Management
Only Admins can create and manage documents. Management is done in Admin → Order → Documents.
When creating a document, Admins must select:
- One or more order types
- One or more order partners
All orders matching the selected types and partners will automatically receive the document requirement.
Usage
Users will see the document options directly on the order page.
- Documents help standardize what files are required for different orders
- When Completion Check is enabled, mandatory documents must be uploaded to complete the order
- Optional documents can still be uploaded but are not required