How can I set up and manage required file uploads for product bookings?

Many organisations need photos, certificates or other documents to be uploaded on registration. Here's how you can set that up on LoveAdmin

Requiring a file

Adding required files for products can be set up alongside the other product settings:

Navigate to Home > Settings > Products
Select the product group or product that you require uploaded files for
Open the 'Required files' tab on the right
Select ''Add file category'
Select the option that best applies to what you're asking for
Set a custom description for your contacts under 'Description'
Select Save

Now when a member signs up through your shop, they'll be asked to upload a file that matches the description.

Managing Shared Files

When a customer has uploaded a file in this way it is called a 'Shared file'.

Viewing and Exporting Shared Files

Shared files can be viewed and exported in a few places:

In the Contact's Record

Navigate to Home > Contacts
Find the relevant contact and click on the name
Under 'Personal info' select "Shared files"
- Here you have the option to download the file, copy the URL the file is stored at, reject the file or preview it if it is an image

Through Column Headings and Exporting

Through the column headings option, you can view the files for multiple contacts and export them to a document for further use.

Navigate to Home > Contacts
Select the "Choose columns" icon: in the top-right
Tick "Shared Files"

This will display links to download the shared files in your Contacts tile. You can also select "Export to Excel" to export a list of the members alongside download links for each of these files.