Document Requirement System

Document Requirement System

Rhōmb allows you to require customers to upload specific documents before they can complete the purchase of a product. This is useful when your facility requires customers to provide documentation such as:
  1. Driver's License
  2. Municipal Dog License
  3. Proof of Residence
  4. Rabies Vaccination Certificate
  5. Spay/Neuter Certification
  6. Liability or insurance documentation
  7. Other facility-specific documentation
When a document requirement is added to a product, customers will be prompted to upload the required document during checkout. The customer must complete the document upload before they can complete their purchase.

Set Up a Document Requirement

1. Go to Products > Add/Edit Product and select the product you'd like to require a document upload for.

2. Under the Settings tab of the product you’ve selected, locate the Customer Document Requirements section. If you’ve already created document types, click Manage Document Types. If no document types have been created yet, click Create New Document Type. You’ll need to create a document type for each type of document you want customers to submit.


3. Click Add Document Type.


4. Enter the name of the document you would like to collect from customers, then click Save Changes.


5. Once you've created the document type(s) you want to require, return to the product's Customer Document Requirements section and click Add Requirement. Select the document type(s) you'd like customers to provide when purchasing the product. Once you've added all required documents, scroll to the bottom of the page and click Save Changes in the bottom-right corner.

Customer Checkout Experience

Once a document requirement has been added to a product, customers will be prompted to upload the required document during checkout. The customer must upload the required document before they can complete their purchase.