🎥 This video explains how to configure the settings for the file upload format, and how this works for customers on the portal:
📚 If the Upload file button is greyed out, you've forced template-only ordering, or blocked order creation for that customer. Hover over it and the tooltip tells you which.
‼️ Word and PDF files still go through document scanning.
If you want to know more about bulk order creation via Excel/CSV upload, read on here: CUSTOMER PORTAL - How to create orders in bulk from an Excel or CSV file.
If you're more interested in order scanning, check this article: Order scanning (QI).
