Downloading Files from the Work in Progress and Approval Pages

Some storefronts allow users and approvers to download files (such as spreadsheets, PDFs, or images) that are uploaded with a product at the time of ordering via an upload attribute. This article explains how the feature works and how you can use it to retrieve the files you need.

Overview

When certain products on your storefront include a “file upload” attribute, any file you attach (like an artwork file, spreadsheet, or reference document) is stored along with your order. Depending on how your storefront is set up, you can then access those files directly from the Work in Progress and Approval pages, making it easy to access those files for review.

How It Works

1. File Upload on Product

   • During the product selection or configuration step, you may see an option (or requirement) to upload a file (e.g., a logo image, a spreadsheet, or a PDF).
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2. Order Placement

   • After uploading the file, you complete checkout as usual. The system keeps that file linked to your specific order.

3. Viewing Files in Work in Progress

   • Once the order is placed, the person who created the order can go to theWork in Progress area of their account.
   • If the storefront is configured to allow it, you will see a link to download or open the file you uploaded.
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4. Viewing Files in Approval

   • If you or another user serves as an approver, you can visit the Approval page.
   • You’ll see all orders waiting for approval. For each item, there may be a link to download any attached files. Clicking this link allows you to review the file and decide on further steps.
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Troubleshooting or Not Seeing the Feature?

• No File Upload Prompt?
  Not all products require or support file uploads. If you don’t see a file upload option during checkout, the feature may not be enabled for that particular product. This is valid for products which contain an attribute set to receive a file upload.

• Links Not Visible?
  If you know files should be there but you don’t see a download link, your storefront settings may need adjustment. Contact Infigo Support to request access or confirm if the feature is enabled.

• Issues Opening the File?
  Depending on your device and browser, you may need specific software to open certain file types (e.g., Adobe Reader for PDFs). If you’re having trouble opening a file, make sure you have the appropriate application installed.

Frequently Asked Questions

1. Can I preview the file instead of downloading it?
   That depends on your browser and file type. Certain browsers will open PDFs or images in a new tab, while others will prompt you to save the file.

2. What if the file is too large or doesn’t upload?
   Each storefront may have its own file size limits. If you encounter an error, try reducing the file size or format, or contact support.

3. Who can download these files?
   Typically, the user who uploaded the file and any designated approvers can access them. If you need to download a file but don’t see the option, contact Infigo Support to request the proper access.