Did You Know you can enable/disable the “Upload Files to Order” option by User Group?

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Many clients rely on the Allow Upload Files to Order setting to let users attach files (e.g., POs, specs, additional information) to orders so production has everything they need. A new update adds a user-group–level version of that control—so you can enable file uploads during checkout for some users while hiding it for others.

  • New toggle at the User Group level: Allow Upload Files to Order
  • User groups will inherit the portal-level setting by default unless the user group-level setting is set and saved.
  • Example use case: Keep uploads on for groups that submit POs with attachments, but off for a “credit-card-only” group so the Additional Files option won’t appear in their checkout.

Benefits to the Client

  • Show a cleaner checkout to groups that don’t need uploads (e.g., card-only buyers).
  • Keep uploads available for groups that regularly attach POs, specs, or artwork.
  • Enforce additional files at the user group level without cloning portals or maintaining separate sites.

How it works

  1. Set the portal/company default (if needed)
    • Back end: Portals → Select Customer → Settings
    • Locate Allow Upload Files to Order in the Order Settings and set your preferred default.
  2. Override for a specific User Group
    • Back end: Portals → Select Customer → User Groups → Select Group → Settings
    • Find Allow Upload Files to Order in the group’s Order Settings controls.
  3. What end users will see
    • If allowed, the Additional Files control appears during checkout so users can attach images, PDFs, Word/Excel docs, etc. Those files are visible on Order Details after submission.
    • If disabled, the upload control is hidden for members of that group.

Tips & related features

  • Where files show up: When uploads are enabled, attached files are available to the production team and visible on Order Details for appropriate users—consistent with our previous “Additional Files” guidance.
  • Data retention: If you use Data Redaction with Redact Files, previously attached order files will be redacted on the schedule you configure, limiting long-term access.
  • File types: Common file types like images, PDFs, Word, and Excel are supported for order attachments.

If you have any questions or need support, contact our support team at support@propago.com.

Find all of our Did You Knows here: Knowledge Library

Published by Austin Wyman