Distributors only: How to add attachments to Orders?

Introduction

This article explains how to add attachments to orders in the Customer View. Attachments allow Distributor admins to upload supporting documents — such as PDFs, spreadsheets, images, or emails — directly to an order for internal reference and record-keeping.

In this article:

• Who can add attachments to Orders
• How to upload an attachment to an Order
• How to download attachments from an Order
• Important information about Order attachments

Who can add attachments to Orders

The attachment feature is available exclusively to users with a Distributor admin role. The Attachment column in the Orders grid is not visible to Seller or Customer users.

How to upload an attachment to an Order

To upload an attachment to an Order:

1. Navigate to the ORDERS tab in the main menu.
2. Locate the order you want to attach documents to in either the recent orders or historical orders list.
3. Click the upload icon button in the Attachment column for that order. Hovering over the button displays the tooltip "Upload documents".
4. In the Attach documents modal that opens, add your files using one of the following methods:
   • Drag and drop files directly into the drag-and-drop zone.
   • Click the drag-and-drop zone to open the system file picker and browse for files.

5. Review the staged files in the file list. Each file is shown with its file icon, name, and size. To remove a file from the list before uploading, click the × button next to it.
6. Click Attach to upload all staged files to the order.

Once uploaded successfully, the modal closes and the Attachment column for that order updates to display both the upload icon button and a download icon button with a numeric badge showing the total number of attached files.

You can upload additional files to the same order at any time by clicking the upload icon button again.

How to download attachments from an Order

To download all attachments from an order:

1. In the Orders grid, locate the order whose attachments you want to download.
2. Click the download icon button in the Attachment column. Hovering over the button displays the tooltip "Download all ([N] files)", where N is the total number of attached files.

If the order has a single attachment, the file downloads directly. If the order has multiple attachments, all files are bundled and downloaded as a single ZIP archive named order-[OrderID]-attachments.zip.

Important information about order attachments

Accepted file types and size limit: The following file formats are supported — PDF, DOCX, DOC, PNG, JPG, JPEG, XLSX, EML. Each individual file must not exceed 20 MB. Files exceeding this limit are rejected before upload and an inline error is displayed:

Distributor visibility only: Attachments and the Attachment column are visible exclusively to Distributor admin users. Seller and Customer users cannot see or access order attachments.

Attachment retention: Attached documents are retained for 5 years.

Upload failure: If an upload fails, the modal remains open and an error message is displayed. Any files already attached to the order are not affected.

Summary

Order attachments provide Distributor admin users with a secure way to associate supporting documents with orders directly from the Orders grid. You can upload multiple files at once or add more files later, and download all attachments for an order in a single action. Attachments are visible only to Distributor users, are retained for 5 years, and include a full audit trail of who uploaded each file and when.