Picture of (MultiPart) Providing Customers with Upload Requirements and Sample Download Files

(MultiPart) Providing Customers with Upload Requirements and Sample Download Files

demonstrates how to configure upload requirements for multipart products on the Infigo platform, guiding you through setting up checks and balances, adding explanatory content, and providing a sample file download. By using content templates, you can supply customers with a clear set of instructions and resources (such as images, links, and PDFs) to help them submit correctly formatted artwork. This proactive approach helps reduce back-and-forth communication, streamlines order processing, and ensures that uploaded files meet your quality standards.

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And then scrolling down to the bottom here

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we have the ability to do these upload
requirements.

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Now this leads me on nicely
to the next section.

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I wanted to to explain and to cover

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which is multipart products.

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As you are aware, free rein basically
allowing your customers to upload

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whatever documentation
they want, whatever PDF

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or the file type that they want.

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If you don't have

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guidelines or strict

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or various other things applied on there,
they could upload whatever.

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And if you don't have any
of these guidelines or checks and balances

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in place, they could put orders through
with completely terrible artwork,

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which is not going to save you much time,
because then you would need to go

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back to them
and you'd have a back and forth

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trying to get the correct artwork,
which is obviously not what we want.

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There's multiple ways in which we can.

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Incorporate these checks and balances.

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One of those is to give the user
some additional instructions

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as to what files and what
format of information is being expected

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in that particular upload.

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Okay.

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So what I mean by
this is so if I go to one of my examples

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we were working on.

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You can see we've got some additional bits

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of information which will differ
from that out of the box experience.

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So one is these upload requirements
that are over on the left hand side.

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So a very clear indication of what
the customer needs to do.

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It doesn't have to just be text.

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So this can be created

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using content templates which will actually put links in their images in there.

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Downloading.

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Various files whatever you need to do.

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And they've also got the thing
up on the top right here, which allows you

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to put a sample PDF
for your customer to download as well.

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So let's say you want to give them
a template they can work from.

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You can give them the ability
to download a file,

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which they can use as a reference,
and make sure that they provide you with

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compatible artwork.

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So let's put those in very quickly.

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So still on our multipart

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config screen we'll start off
with our upload requirements.

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So that box that was in
the bottom left is in yellow.

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Now we can just do this as rich edit
rich text editors.

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We can do it as code mirror
as many of you will be familiar with.

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But we can also
do it with content templates.

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So that just allows us

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to build some content.

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So we can put in text.

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We can put in imagery.

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And then that will be immediately
available.

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Within our upload requirements section

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on our upload screen.

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Okay.

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Right.

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So the last the other thing we had on here
was the ability for them

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to download that sample file.

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Now this is not something
which is specific

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to a multipart product
in this particular case.

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But it does make it very useful.

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It's a useful thing
to have on a multipart product.

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So if you want that download option
to be available on the top right there

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to give them a sample file that is done.

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So if I go back to my product
specification.

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Go to my product variant.

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And then go to downloadable product.

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And within there
I have the ability to say has

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sample download file.

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I can upload something into there.

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And then that should now be available.

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When we look at the product.

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There you go.

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And that file
can be whatever PDF you like.

 

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Alternate Search Terms

submission, constraints, blueprint, layout, preview, Process for providing graphics, How to set up multi-segment item, Steps to finalize pictures, Ensuring clarity with client directions, Alternative approach for structured attachments