Attach Later & Re‑Upload

Two settings make the prescription flow friendlier for customers: letting them upload after placing the order, and letting them try again if an upload is rejected. Both are enabled on the General Settings tab.

Attach Later

What it does: lets logged‑in customers place a gated order without attaching a prescription first, then upload it later from My Account.

How it works

  1. At checkout, a logged‑in customer chooses the attach later option instead of uploading immediately.
  2. The order is placed and held with the Attachment Pending status (the order is set to on‑hold).
  3. The customer returns to My Account → My Prescriptions (or the order's view page) and uploads the file when they have it.
  4. The prescription moves to Pending, and your team reviews it as normal.

When to use it

  • Customers who are still waiting on their doctor's script but want to reserve stock or lock in a price.
  • Repeat customers you trust to follow up.

Logged‑in only

Attach Later is only available to logged‑in customers, because the follow‑up upload happens in their account. Guests must attach at checkout.

Keep control

Even with Attach Later, no order is approved without a prescription — it simply defers when the file is collected, not whether. The order stays on hold until a prescription is uploaded and approved.

Re‑Upload If Rejected

What it does: when an admin rejects a prescription, the customer can submit a new file instead of being stuck with a dead order.

How it works

  1. An admin reviews a prescription and sets it to Rejected (for example, wrong document, expired, or unreadable).
  2. If Enable Re‑Upload If Rejected is on, the customer sees the rejected status and an option to upload again.
  3. The customer attaches a fresh file; the prescription returns to Pending for another review.

When to use it

  • Almost always — it turns a rejection into a fix instead of a lost sale and a support ticket.
  • Pair it with customer email notifications so the buyer knows immediately that they need to re‑upload. See Notifications.

Putting it together

Both options are optional and independent — enable whichever fits your store. See the statuses they produce in Prescription Statuses.