WooCommerce File Approval
WooCommerce File Approval plugin seamlessly integrates into your WooCommerce installation allowing you to share files with your customers. Files that can be approved or rejected!
DOCUMENTATION
HOW TO AUTOMATICALLY UPDATE THE PLUGIN
To receive automatic updates just install and configure the Envato updater plugin: https://goo.gl/pkJS33 . The official guide that explains how to configure it can be found in the following link: https://envato.com/market-plugin .
THE IDEA
It happens that a shop manager needs to share some files with a customer after a purchase. Those files have to be approved or rejected by the customer. Eventually, the customer must have the possibility to leave a message explaining the reason for his actions. This process must go on until the file is approved by the customer!
The WooCommerce File Approval is designed to satisfy this need! The shop manager now can create all the attachments he needs for an order! Each attachment will have its file and its message thread that allows communication with the customer. Each attachment has some further options like the “reply policy” (how often the user can post a message) and “file title”.
HOW IT WORKS: THE APPROVAL WORKFLOW
The process is straightforward:
- The admin, through the order details page, attaches one or more files. For each of them, a message can be left. Once saved, a notification email is sent to the user
- The user, through the order details page, can approve or reject the attachment. Optionally can leave a message. Once done, a notification is sent to the admin
- The admin can eventually re-attach a new file or simply post a message to have further info (so the process cycles again through step 1)
MESSAGE THREAD STYLE
The attachment messages are displayed via a nice visual thread style!
CUSTOMER ATTACHMENTS TO REPLIES
You can optionally enable the option to allow customer files attaching to replies. In this way, if a customer needs to send you some further info about the current file approval process, he can eventually share with you some files!
EMAIL NOTIFICATION
Every time the admin edits the attachments (so the user needs to re-approve/reject it) or posts a message, The customer receives an email notification. The same thing happens when the customer approves/rejects an attachment or if he posts a message. Email texts can be configured (and eventually translated via WPML) via the special Email texts menu.
REMINDER EMAILS
In case an order after 24h still has some files that still have to be approved/rejected by the customer, the plugin can send a reminder notification. You can set the reminder interval (daily, twice a day, weekly, etc) and customize the email text.
AUTOMATIC APPROVAL
If the customer doesn’t take an action within X hours, the plugin can automatically approve those files. A notification will be sent to the admin and the customer notifying them about the action!
NEW CONTENT HIGHLIGHT
Every time the admin edits an attachment or adds a new message, those contents will be highlighted in the front in order to give better feedback to the customer. The same things happen when a customer leaves a message: on the admin order details page, the new message will be highlighted.
ORDERS LIST PAGE
Keep an eye on file approval status directly from the admin orders list page!
KEEP YOUR SERVER CLEAN
The attached files are uploaded into the WordPress media gallery and bound to the order. Once an attachment is deleted, the associated file will be automatically deleted. If an order is deleted, all the associated files will be deleted.
The Cleaner tool allows you to bulk delete attachments according to order date and status!
WPML
The plugin supports the WPML translation plugin. You will then be able to customize and translate email texts through the special menu.
LARGE FILES UPLOAD
The plugin automatically configures your media gallery in order to accept large file uploads without the need for any further server configuration! Max uploadable file is computed as the max free space available in your server temp folder (in which the system temporarily stores files after an upload). So make eventually sure your system is properly configured to store files for the size you need!
LARGE IMAGE PREVIEW
In case using large images ( > 2500px), make sure you properly configure the Settings -> Media -> Large size setting in order to accept the width and height you need.
NOTE ON CUSTOM THANK YOU, ORDER DETAILS PAGE AND EMAIL
The plugin is designed to work with the standard templates. If you have altered in any way the management of the Thank you, Order details, or Email management, this might lead the plugin to not work as expected. In case of any issues, you need then to restore the originals.
TEMPLATE
Approval area templates can be found inside the template folder inside the plugin. They can be copied into the {theme_folder}/woocommerce-file-approval/approval_area/ folder and customized without worrying to restore the customization when updating the plugin!
SCREENSHOTS
Admin order page
Frontend – Order details page
After approval
PDF file preview
Admin orders list page
Notification email
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