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Order Attachments

Attachments allow you to associate documents, receipts, photos, and any other relevant files with an order. This makes it easier to organize, track, and audit your operations.

From the detail view you can manage order attachments

What Are Attachments?

Attachments are files linked directly to an order so that all relevant information stays centralized. Common examples include:

  • Delivery photos: photographic evidence that a package was delivered
  • Customer correspondence: screenshots of relevant conversations or emails
  • Supplier invoices: cost documents associated with the order
  • Customs documents: for international orders requiring import or export paperwork
  • Warranty cards: product warranty certificates

Use Cases

Use caseFile typeBenefit
Proof of deliveryJPG/PNG photoDispute resolution
Supplier invoicePDFCost control
Customs documentPDF/DOCXRegulatory compliance
Warranty cardPDFAfter-sales service
CorrespondencePDF/PNGTraceability

How to Upload Attachments

1

Open the order detail

Navigate to Orders and click on the order you want to add files to.

2

Find the attachments section

Scroll down to the Attachments section within the order detail.

3

Upload the file

You can upload files in two ways:

  • Drag and drop: drag the file directly onto the upload zone
  • File selector: click the upload button and select the file from your device

Tip

Use descriptive file names before uploading (for example, supplier-invoice-2024-03.pdf instead of document.pdf). This makes searching and organizing easier later on.

Supported Formats

FormatTypeBest for
PDFDocumentsInvoices and official documents
JPGImagesDelivery photos
PNGImagesHigh-quality screenshots
DOCXDocumentsEditable Word documents

Storage

All files are stored securely in the cloud. There is no limit on the number of attachments per order.

Viewing and Downloading Attachments

Attachments appear as a list within the order detail. For each file you can:

  • See the name and the date it was uploaded
  • Download the file by clicking the download icon
  • Preview images directly in the browser

Deleting Attachments

If you need to remove an attached file:

1

Find the file

In the attachments section, locate the file you want to delete.

2

Delete the file

Click the delete icon next to the file. Confirm the action in the confirmation dialog.

Warning

File deletion is permanent and cannot be undone. Make sure you no longer need the file before deleting it.

Activity Log

All attachment-related actions are recorded in the order timeline:

  • File uploads: records who uploaded the file and when
  • File deletions: records who deleted the file and when
File uploads and deletions appear in the order timeline

Tips and Best Practices

Tip

Establish a naming convention for your team. For example: [type]-[description]-[date] like delivery-front-photo-2024-03-15.jpg.

  • Organize with descriptive names: makes finding files quickly much easier
  • Use attachments for auditing: keep evidence of deliveries, payments, and communications
  • Upload proof of delivery: useful for resolving customer disputes
  • Document exceptions: if an order required special handling, attach the evidence
  • Review periodically: remove temporary files that are no longer relevant