This help document is for in-house users and rep users. For a help document on order entry for in-house and rep users, click here.

Step 1: Go to the Review Order Page 

To add attachments to an order, you must go to the order's review page. 

Step 2: Adding Attachments 

On the Review Order page, click the 'Attachments' button.  

This will open the Attachments window.

There, you'll be able to drag and drop your files, or click the centre (highlighted orange) to add your attachments. 

Compatible attachment formats include: .jpg, .jpeg, .png, .gif, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .stl  

The maximum size for attachments is 5 MB. 

You can add attachments one by one, or multiple at a time. 

You will see the number of attachments on the order next to 'Attachments'. 

Deleting Attachments 

You can delete an attachment by clicking the trash icon under 'Actions'.

Downloading Attachments 

You can download an attachment by clicking the down arrow icon under 'Actions'.

Step 3: Define Attachments & Include in Email

Once you've added attachments, you can add a description to each attachment. 

You can also decide whether you wish for any attachments to be sent to your customer, along with the order email. 

Below is an example including the attachments in the order email: 

Attachments Once the Order is Submitted 

Once your order is submitted, you can still add attachments to orders, however you will no longer be able to send those attachments via email for this specific order.