Setting Up Checkout Files Upload for WooCommerce

Creating Multiple Checkout Files Upload Rules

Adding a New File Upload Rule

Go to WooCommerce > Checkout Files Upload > File Upload Rules and click on the “Add file upload rule” button. 

While creating a new rule, you can customize the following settings:  

1. General Settings: 

Maximum File Size (MBs): Specify the maximum file size in megabytes (MB) for uploads. By default, each image can be up to 10MB in size

Allow Multiple Files: When enabled, your customers will be able to upload multiple files at once

Required: Use this option to make the file upload field required before placing an order

Allowed Extensions: Define the permissible file extensions by separating them with commas (e.g., jpg, jpeg, pdf). Note that spaces are not permitted. Default extensions include jpg, jpeg, and png.

2. Image Dimensions:

Validate Image Dimensions: Decide whether to validate the dimensions of images with extensions like jpg, jpeg, png, or gif. The dropdown gives you the following four options: 

  • Do not validate
  • Validate exact dimensions
  • Validate against less than entered dimensions
  • Validate against greater than entered dimensions

3. Checkout Page File Uploader: 

Allow on Checkout Page: Choose the specific location on the checkout page where your customers can upload files. Options include: 

  • After checkout billing form
  • Before checkout billing form
  • Before order notes
  • After order notes
  • Review order before payment
  • After place order button 

4. Order Details and Thankyou Page File Uploader: 

Display Files on Thank you Page: Check this box to display the uploaded files on the Thank you Page

Display Files on Order Details Page: Check this box if you want to show the uploaded files on the Order Details page

5. Labels:

Label: Customize the label for the file upload field 

Upload Button: Tailor the label for the “Choose Files” button

Description: Set a customized description for the file upload field

6. Products, Categories & Tags: 

Required Products: Choose products to trigger the file upload field. Leave this field empty to activate the field when any product is in the cart

Required Categories: Select categories to activate the file upload field. Leave it empty to enable the field when any category is in the cart

Required Tags: Select tags to activate the file upload field. Leave it empty to enable the field when any category is in the cart

7. User Roles: 

User Roles: Select the user roles for which you want to show the file upload field. Leave empty for all user roles.

  • Guest
  • Administrator
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Manager
  • Wholesale
  • B2B 
  • Retailer

8. Upload Fee: Enter a fee for file uploads. You can charge the fee either on a one-time basis or per uploaded file. 

Note: If you don’t want to charge a fee, simply leave this field empty. 

9. Rule Priority: 

Order: Specify the priority of the rule. By default, it is 0. 

Click the “Publish” button to save the settings. 

Customizing Email Settings

Go to WooCommerce > Checkout Files Upload > Email Settings to attach the uploaded files with your order emails. This section allows you to configure the following options: 

Attach Files to Admin’s New Order Email: Enable this to include customer-uploaded files as attachments in the admin’s new order confirmation email

Attach Files to Customer’s Processing Order Email: Activate this option to attach customer-uploaded files to the processing order email sent to the customer

Click “Save Changes” to apply your email preferences.  

Managing File Upload Rules in a Log 

Go to WooCommerce > CheckOut Files Upload > File Upload Rules. 

Here, you can easily manage your file upload rules. Edit them, view their details, apply filters, and perform bulk actions as needed.