WooCommerce Checkout Files Upload – User Guide

How To Install and Activate

(WooCommerce Checkout Files Upload plugin will only work/activate if you have already installed and activated the WooCommerce plugin. The minimum MySQL version required is 5.6.)

There are several approaches you can take. We will demonstrate the most common and straightforward methods for installing the plugin.

Note: This is a premium plugin and is required to be bought from our website. For now, we don’t have a free version of this plugin on the wordpress.org repository. So you can ignore the next two headings because they are solely for the WordPress repository.

1. Search and Install

  • Navigate to the Plugins menu from your WordPress dashboard and select Add New
  • Type WooCommerce Checkout Files Upload into the search box and then after finding the plugin, click on Install Now.
  • After installing the plugin, click on Activate to activate it on your site.

2. Upload the ZIP file

  • First, click here to download the plugin ZIP file.
  • Second, click on the Add Plugins section.
  • Third, click on Choose File to upload the downloaded plugin ZIP file from your computer.
  • Finally, After the installation is complete, click the Activate Plugin button to activate the plugin.

WooCommerce Checkout Files Upload Settings

The plugin settings are divided into 3 column menus: General, Translation, Fees & Discounts.

General

The general menu is subdivided into 2 parts: Uploader Settings & Advance Settings

1. Uploader Settings

The file uploader will be affected by the following settings.

  • Display On – Set the location where you want the file upload and note fields to appear. You can display them either on the Product Page or on the Checkout Pages.

  • Multiple Files Upload – Allow or deny multiple file uploads. Customers will be able to upload multiple files at once if this option is enabled. By default, customers can upload only one file.

  • File Size Limit – Set the maximum file size for file upload. Size is measured in MB.

  • Mark as Required – Mark the file upload as mandatory or optional. If you mark it as required, the customer will be unable to proceed to the checkout page unless a file is uploaded.

  • File Types – Set the file types that can be uploaded. Multiple file types can be specified by using a comma to separate them. For example, (.jpg,.jpeg,.png,.pdf).

  • Anonymize File Name – If you check this box, the file name will be replaced with a random string. This is useful if you don’t want the file name to be visible to the customer.

  • Uploader Label – You can enter a label for the uploader field.

  • Uploader Description – Set the file uploader description. The customer can see the description.

  • Enable File Preview – Customers can preview the file after uploading it to the uploader.

  • Enable Note – Enable or disable the note field. Customers will be able to add a note for each uploader if this option is enabled.

  • Note Label – Set the label for the note field.

  • Note Placeholder – Place a placeholder in the note field.

  • Note Required – Indicate whether or not the note field is required for each uploader. If you mark it as required, the customer will be unable to proceed to the checkout page unless a note is added.

2. Advance Settings

These settings will determine how the uploader will appear.

  • Allow by Product – Choose which products should have the file upload and note fields visible.

  • Allow by Category – Choose the categories for which you want the file upload and note fields to appear.

  • Allow by Tag – Select the product tags for which you want to display the file upload and note fields.

  • Allow by Shipping Method – Select the shipping methods for which you want the file upload and note fields to be visible.

  • Allow by Payment Method – Select the payment methods for which you want the file upload and note fields to be visible.

  • Allow by User Role – Choose which user roles should see the file upload and note fields.

 

Fees & Discounts

The fees & Discounts menu is subdivided into 2 parts: Fees Settings & Discounts Settings

1. Fees Settings

The file upload fees are affected by the following options. It will not work if the option to display the uploader on the thank you page is enabled.

  • Enable fees – Enable or disable the fee. If this option is enabled, the fees will be added to the cart total.

  • Fees label – Set the label that the customer will see.

  • Fees by – Determine how the fees will be applied. Fees can be calculated per file, product, or order.

  • Fee type – Determine how the fees will be calculated. The fees can be set as a fixed amount or as a percentage.

  • Fee amount – Set the fixed amount or the percentage amount.

2. Discount Settings

The file upload fees are affected by the following options. It will not work if the option to display the uploader on the thank you page is enabled.

  • Enable discounts – Enable or disable the discounts. If this option is enabled, the fees will be added to the cart total.

  • Discount label – Set the label that the customer will see.

  • Discount by – Determine how the discounts will be applied. Discounts can be calculated per file, product, or order.

  • Discount type – Determine how the discounts will be calculated. The discounts can be set as a fixed amount or as a percentage.

  • Discount amount – Set the fixed amount or the percentage amount.

Localization

The Localization menu is subdivided into 2 parts: Order Details & Notices

1. Order Details

Make changes to the order details table.

  • Title – Set the order table’s title.

  • Files Column Title – Set the file column’s title.

 

  • Notes Column Title – Set the title for the notes column.

2. Notices

Customize the texts for notices

  • File Required Notice – When a file is required, a notice will be displayed.

  • File Limit Notice – When a file limit is reached, a notice is displayed. The file limit will replace percentages/numbers/costs.

  • File Size Exceeded Notice – When file size is exceeded, a notice is displayed. The file size will be replaced by percentages/numbers/costs.

  • File Type Not Allowed Notice – When a file type is not permitted, a warning is displayed. The file types will be replaced by percentages/numbers/costs.

  • File Upload Error Notice –  When a file upload error occurs, a notice will be displayed.

  • Note Required Notice – Notice to indicate when a note is required.

 

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