A number of steps are necessary for this to function correctly. Follow these and you'll be ready to attach all sorts of documents to an item, whether they are MP3s, PDFs, or Power Point presentations. Once these documents are uploaded and attached to an item, a customer who purchase that item will automatically receive these documents, accessible in their account.
First, adjust your site settings to the proper layout for documents.
- Click on System Management | Site Settings | your site.
- Click on Ecommerce tab.
- Choose the Other tab at the top.
- Both the Node Document Layout and Document Document Layout should be set to Layout on the dropdown.
- Save and reload your site settings by clicking on the refresh button at the top of the Maintain Sites and Sections page.
Now, upload the appropriate documents.There are two ways to handle this: individual uploads or multiple uploads.
Individual Uploads. Use this if you just have a single item that needs to be uploaded (although, as you'll see below, you can also use the Multiple Upload capability to accomplish this as well.)
- On the main dashboard screen, click on Content Manager | Documents.
- Click on Add Document.
- Your first step here is to input an identity for this document in the Name field.
- On the Document Editor, click on the File tab.
- Input the name of the document in the Content File Name field.
- Click on Choose File and browse to the file you want. You then click on Upload. Alternately, if you are using double monitors or an especially large monitor, you can drag the file in question onto the section asking for this and it will upload as well.
- Click Save and Close.
- Once this finishes, your document has been successfully uploaded. Depending upon the size of the document, it may take a few moments.
With the document(s) uploaded, we now attach the document to the appropriate item.
- Click on Warehouse Management | Inventory Maintenance | Items.
- Search for (or Add if it doesn't already exist) the item in question.
- Edit the item.
- Click on the Purchase Documents tab.
- Click Add.
- Input the name of the document you just uploaded and click the Search icon.
- Locate the document you wish to attach and click the Use Document icon (the green check mark.)
- Repeat as necessary for additional documents.
- Save and close the item.
- At this point, you are officially done. At any point, when a customer purchases this item, the documents you just attached are automatically assigned to the customer!
Multiple Uploads. Use this if you have multiple documents that are all tied to a single purchase item.
- On the main dashboard screen, click on Warehouse Management | Items.
- Search for (or create as appropriate) the item that has these multiple documents. Edit the item.
- On the Item Edit page, click on the Purchase Documents tab
- Click on Add.
- The Attach a Document popup appears. There are two options here, Existing and New.
- Click on the New tab
- Click on Select File and browse to the file you want. You then click on Upload. Alternately, if you are using double monitors or an especially large monitor, you can drag the file in question onto the section asking for this and it will upload as well.
- Repeat this as necessary for all other documents you want to attach to this item.
- Click Upload once you've gotten all of the documents you want selected. Depending upon the number and size of the documents, it may take a few moments.
- Save and close the item.
- At this point, you are officially done. At any point, when a customer purchases this item, the documents you just attached are automatically assigned to the customer!
Although it is not entirely necessary, you may want to include some instructions to access these documents in the item description (or perhaps the order confirmation email.) However you decide to do this, the following are the only steps customers must do to access their documents.
- Login to the site using their email address and password as normal. Obviously, Guest checkout users will be unable to do this.
- Upon login, the customers will generally be automatically taken to the Account page, but if not, they will need to navigate there by simply clicking on the Account button at the top of the page.
- Click on My Library.
- Voila! The customer may now see all of the documents they have access to and may simply click on Download for the ones he or she wishes to copy to their hard-drive.