<ul class="wccom-tick-list-primary">
<li style="font-weight: 400"><b>Attach Documents</b>: Include multiple documents, such as user guides, FAQs, and warranties.</li>
<li style="font-weight: 400"><b>Bulk Attachment:</b> Create smart rules to assign documents to specific products or entire categories.</li>
<li style="font-weight: 400"><b>Product-Level Attachments</b>: Add and manage multiple attachments directly from the WooCommerce product edit page.</li>
<li style="font-weight: 400"><b>Shortcode Support</b>: Use shortcodes to display general or product-specific documents anywhere on your site.</li>
<li style="font-weight: 400"><b>Upload Files or URL</b>: Upload files directly or link to external sources like YouTube, Google Drive, or Dropbox.</li>
<li style="font-weight: 400"><b>Attachment in Order Email:</b> Include the product document or attachment in the order confirmation email so customers can stay informed.</li>
<li><b>Choose Display Position:</b> Display the documents in the product tabs or after the add-to-cart button, giving you more flexibility.</li>
<li><b>User Role Control</b>: Restrict document access based on specific user roles to control visibility.</li>
</ul>
<h2><b>Attach Product Documents and Attachments for Additional Information</b></h2>
<p>Everyone wants to increase sales, and a simple way to do that is by making the buying process easier. Customers feel more confident when they have all the information they need before making a purchase. Providing product documents helps remove doubts and makes it easier for them to decide. The WooCommerce product documents plugin allows you to display product documentation with a shortcode or below the short description.<br />
You can add multiple product documents, such as user guides, specifications, and troubleshooting manuals, to give customers complete information. Attach documents to individual products or entire categories to save time and ensure consistency. Upload files directly to your website or link external URLs from platforms like Google Drive or Dropbox. You can also easily attach documents from the WooCommerce product edit page, making them instantly available to customers.</p>
<h2><b>Include Product Attachments and Documents</b></h2>
<p>Attach documents like user manuals, installation guides, FAQs, and warranty details to make it easy for customers to find important product information. Clear documentation helps customers understand your products better, reducing confusion and support requests. The WooCommerce Product Documents plugin allows you to upload multiple files per product or category, ensuring customers always have access to the information they need.</p>
<p><img class="alignnone size-medium wp-image-18734006329894" src="https://woocommerce.com/wp-content/uploads/2025/04/Include-Product-Attachments-and-Documents.png?w=896" alt="Include Product Attachments and Documents" width="896" height="489" /></p>
<h2><b>Use Shortcode to Display Documents/Attachments</b></h2>
<p>You can easily display product documents anywhere on your site using shortcodes. A general shortcode lets you showcase a list of common documents in any location, such as a dedicated documentation page or a sidebar. If you need to display documents for a specific product, you can use a product-specific shortcode to ensure customers find the right information directly on the product page or any custom placement.</p>
<p><img class="alignnone size-medium wp-image-18734006329895" src="https://woocommerce.com/wp-content/uploads/2025/04/Use-Shortcode-to-Display-Documents-Attachments.png?w=811" alt="Use Shortcode to Display Documents Attachments" width="811" height="159" /></p>
<h2><b>Add Product Attachments on Product Level</b></h2>
<p>Easily manage and attach documents directly from the WooCommerce product edit page. Go to the product settings, upload the necessary files, and they will be instantly available to customers. You can add user manuals, installation guides, FAQs, or any other important documents without hassle. This makes it simple to keep product information organized and accessible, reducing customer confusion and support requests.</p>
<p><img class="alignnone size-medium wp-image-18734006329896" src="https://woocommerce.com/wp-content/uploads/2025/04/Add-Product-Attachments-on-Product-Level.png?w=872" alt="Add Product Attachments on Product Level" width="872" height="646" /></p>
<h2><b>Choose where to Display the Documents/Attachments</b></h2>
<p>The WooCommerce product documents plugin allows you to customize where you want to display the product attachment. You can display it in the product tabs or after the add to cart button. This allows store owners to customize the layout of their pages to meet their requirements.</p>
<h4></h4>
<p class="jetpack-slideshow-noscript robots-nocontent">This slideshow requires JavaScript.</p><div id="gallery-0-2-slideshow" class="jetpack-slideshow-window jetpack-slideshow jetpack-slideshow-black" data-trans="fade" data-autostart="1" data-gallery="[{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Choose-where-to-Display-the-Documents-Attachments-In-Product-Tab-1.png","id":"18734006329984","title":"Choose where to Display the Documents Attachments In Product Tab","alt":"Choose where to Display the Documents Attachments In Product Tab","caption":"Product Tab","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Choose-where-to-Display-the-Documents-Attachments-After-the-Add-to-Cart-Button-1.png","id":"18734006329983","title":"Choose where to Display the Documents Attachments After the Add to Cart Button","alt":"Choose where to Display the Documents Attachments After the Add to Cart Button","caption":"After the Add to Cart Button","itemprop":"image"}]"></div>
<h2><b>Add Multiple Documents for Each Product</b></h2>
<p>You can upload multiple documents for each product to give customers all the information they need. Add user guides, specifications, troubleshooting manuals, or any other important files. This is especially helpful for products that need detailed instructions or come in multiple languages.</p>
<p><img class="alignnone size-medium wp-image-18734006329907" src="https://woocommerce.com/wp-content/uploads/2025/04/Add-Multiple-Documents-for-Each-Product.png?w=896" alt="Add Multiple Documents for Each Product" width="896" height="323" /></p>
<h2><b>Multiple Designs for Displaying Product Attachments</b></h2>
<p>Show your product attachments in multiple stylish layouts, including card grid, simple row, or accordions. Choose the design that best fits your store’s look while keeping files easy to view and download. Enhance user experience with a clean, professional presentation for all your product documents.</p>
<p class="jetpack-slideshow-noscript robots-nocontent">This slideshow requires JavaScript.</p><div id="gallery-0-3-slideshow" class="jetpack-slideshow-window jetpack-slideshow jetpack-slideshow-black" data-trans="fade" data-autostart="1" data-gallery="[{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Multiple-Designs-for-Displaying-Product-Attachments-Simple-Row-1.png","id":"18734006329989","title":"Multiple Designs for Displaying Product Attachments \u0026#8211; Simple Row","alt":"Multiple Designs for Displaying Product Attachments - Simple Row","caption":"Simple Row","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Multiple-Designs-for-Displaying-Product-Attachments-Card-Grid-1.png","id":"18734006329990","title":"Multiple Designs for Displaying Product Attachments \u0026#8211; Card Grid","alt":"Multiple Designs for Displaying Product Attachments - Card Grid","caption":"Card Grid","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Multiple-Designs-for-Displaying-Product-Attachments-Accordion-Style-1.png","id":"18734006329991","title":"Multiple Designs for Displaying Product Attachments \u0026#8211; Accordion Style","alt":"Multiple Designs for Displaying Product Attachments - Accordion Style","caption":"Accordion Style","itemprop":"image"}]"></div>
<h2><b>Assign Documents to Specific Product or Category</b></h2>
<p>You can assign documents to both individual products and entire categories, giving you full control over how information is shared. Attach specific documents to individual products when they have unique instructions, user guides, or specifications. If multiple products in a category share the same documents, assign them at the category level to save time and ensure consistency.</p>
<p><img class="alignnone size-medium wp-image-18734006329915" src="https://woocommerce.com/wp-content/uploads/2025/04/Assign-Documents-to-Specific-Product-or-Category.png?w=865" alt="Assign Documents to Specific Product or Category" width="865" height="216" /></p>
<h2><b>Upload Files or Add External URLs</b></h2>
<p>You can add product documents in two ways:</p>
<ul>
<li><b>Upload Files Directly</b>: Add documents like user manuals, guides, or warranties by uploading them to your website. This keeps them easily accessible for customers.</li>
<li><b>Link External URLs</b>: Add URLs for documents or videos hosted on platforms like Google Drive, YouTube, or Dropbox. This option helps you keep files updated without having to re-upload them to your site.</li>
</ul>
<p>With these options, you can manage documents efficiently while ensuring customers always have the latest information.</p>
<p><img class="alignnone size-medium wp-image-18734006329919" src="https://woocommerce.com/wp-content/uploads/2025/04/Upload-Files-or-Add-External-URLs.png?w=866" alt="Upload Files or Add External URLs" width="866" height="259" /></p>
<h2><b>Include Product Documents in the Order Email and My Account Section</b></h2>
<p>Keep customers updated by providing them with the product documents and attachments at different stages. Customers will receive the documents in the order email and can also check them in the My Account section. This way, customers can easily access the documents whenever they want.</p>
<p class="jetpack-slideshow-noscript robots-nocontent">This slideshow requires JavaScript.</p><div id="gallery-0-4-slideshow" class="jetpack-slideshow-window jetpack-slideshow jetpack-slideshow-black" data-trans="fade" data-autostart="1" data-gallery="[{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Include-Product-Documents-in-the-Order-Email-2.png","id":"18734006332703","title":"Include Product Documents in the Order Email","alt":"Include Product Documents in the Order Email","caption":"Order Email","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2025\/04\/Include-Product-Documents-in-the-My-Account-Section-3.png","id":"18734006332704","title":"Include Product Documents in the My Account Section","alt":"Include Product Documents in the My Account Section","caption":"My Account Section","itemprop":"image"}]"></div>

Product Documents and Attachments

<h2><b>Include Documents or Attachments with Products to Provide Customers with Necessary Information and Minimize Purchasing Barriers.</b></h2>

<div style="width: 980px" class="wp-video"><video class="wp-video-shortcode" id="video-0-3" width="980" height="551" preload="metadata" controls="controls"><a href="https://woocommerce.com/wp-content/uploads/2026/02/SelfServiceRefundsPromo.mp4">https://woocommerce.com/wp-content/uploads/2026/02/SelfServiceRefundsPromo.mp4</a></video></div>
<p> </p>
<hr class="wccom-product-heading__hr" />
<p></p>
<h2>Key Benefits</h2>
<ul class="wccom-tick-list-primary">
<li><strong>Reduce Support Tickets</strong> – Let customers request refunds directly from their account without contacting support</li>
<li><strong>Automatic Processing</strong> – Refunds processed instantly through payment gateways when conditions are met</li>
<li><strong>Complete Control</strong> – Flexible rules engine, time limits, per-user controls, and per-product settings</li>
<li><strong>Guest & Logged-In Support</strong> – Secure refund forms for both registered customers and guest orders</li>
</ul>
<p></p>
<h2>Main Features</h2>
<ul class="wccom-tick-list-secondary">
<li><strong>Full & Partial Refunds</strong> – Support both full order refunds and line-item partial refunds</li>
<li><strong>Automatic Refund Processing</strong> – Process refunds through payment gateways without admin intervention</li>
<li><strong>Guest Refund Form</strong> – Shortcode and Gutenberg block for guest customers to request refunds</li>
<li><strong>Refund Rules Engine</strong> – Automate approval based on user role, product category, payment method, and more</li>
<li><strong>Abuse Prevention</strong> – Per-customer refund limits (daily, weekly, monthly, yearly) and per-user blocking</li>
<li><strong>Custom Refund Reasons</strong> – Configurable reason list with drag-and-drop ordering</li>
<li><strong>Decline Message Presets</strong> – Rich text rejection templates for consistent communication</li>
<li><strong>WooCommerce Analytics Integration</strong> – Track refund reasons and patterns in the Analytics dashboard</li>
</ul>
<p></p>
<div class="">
<div class="">
<h3>Self-Service Refund Requests</h3>
<p>Customers can request refunds directly from their My Account page with a guided multi-step process. Choose full or partial refunds, select line items, provide a reason, and review before submitting. No more back-and-forth emails or support tickets.</p>
</div>
<div class="">
<h3>Intelligent Rules Engine</h3>
<p>Define rules to automatically process or escalate refund requests based on conditions like user role, product category or tag, payment method, shipping zone, order value, and more. First matching rule wins, with drag-and-drop priority ordering.</p>
</div>
<div class="">
<h3>Guest Refund Form</h3>
<p>Allow guest customers to request refunds using a secure three-factor verification form (email, order number, order date). Available as a shortcode or a native Gutenberg block with customizable styling options.</p>
</div>
<div class="">
<h3>Admin Approval Workflow</h3>
<p>Review and manage refund requests with quick approve/reject actions on the order list and individual order pages. Use decline message presets for consistent, professional rejection responses with rich text support.</p>
</div>
</div>
<p></p>
<h2>How It Works</h2>
<ol>
<li><strong>Install & Activate</strong> – Upload the plugin and activate it in WordPress</li>
<li><strong>Configure Settings</strong> – Set refund time limits, enable automatic processing, and configure refund reasons</li>
<li><strong>Set Up Rules (Optional)</strong> – Create rules to auto-approve or escalate requests based on conditions</li>
<li><strong>Customers Request Refunds</strong> – From My Account or the guest refund form</li>
<li><strong>Process or Review</strong> – Refunds are auto-processed or queued for admin approval based on your rules</li>
</ol>
<p></p>
<h2>Flexible Refund Options</h2>
<p>Give customers the right level of control:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Full Order Refunds</strong> – One-click full order refund requests</li>
<li><strong>Line-Item Refunds</strong> – Customers select specific items and quantities to refund</li>
<li><strong>Non-Refundable Products</strong> – Mark specific products or variations as non-refundable</li>
<li><strong>Time Limits</strong> – Set a configurable window (1-365 days) for refund eligibility</li>
<li><strong>Re-Request After Rejection</strong> – Optionally allow customers to resubmit declined requests</li>
<li><strong>Request Cancellation</strong> – Customers can cancel pending requests before admin review</li>
</ul>
<p></p>
<h2>Powerful Rules Engine</h2>
<p>Automate refund decisions with flexible conditions:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>User Role</strong> – Different handling for wholesale, retail, or VIP customers</li>
<li><strong>Product Category / Tag / Type</strong> – Auto-approve for specific product groups</li>
<li><strong>Payment Method</strong> – Route based on how the order was paid</li>
<li><strong>Shipping Zone / Method</strong> – Handle international orders differently</li>
<li><strong>Billing / Shipping Country</strong> – Region-specific refund policies</li>
<li><strong>Order Value / Quantity</strong> – Thresholds for automatic vs. manual processing</li>
<li><strong>Order Status</strong> – Conditions based on current order status</li>
<li><strong>Priority Ordering</strong> – Drag-and-drop rule priority with first-match-wins logic</li>
</ul>
<p></p>
<h2>Abuse Prevention</h2>
<p>Protect your business while staying customer-friendly:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Refund Limits</strong> – Set maximum automatic refunds per customer per day, week, month, or year</li>
<li><strong>Per-User Controls</strong> – Block refund requests or disable auto-processing for specific users</li>
<li><strong>Per-User Limit Overrides</strong> – Custom refund limits for individual customers</li>
<li><strong>Counter Management</strong> – View and reset refund counters from the user profile</li>
<li><strong>Rate Limiting</strong> – Built-in protection against spam and abuse on request endpoints</li>
</ul>
<p></p>
<h2>Email Notifications</h2>
<p>Keep everyone informed at every step:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Customer Confirmation</strong> – Automatic email when a refund request is submitted</li>
<li><strong>Admin Notification</strong> – Alert when a new refund request needs review</li>
<li><strong>Escalation Alert</strong> – Notification when auto-processing falls back to manual review</li>
<li><strong>Rejection Notice</strong> – Customer notification with decline reason when a request is rejected</li>
<li><strong>Full WooCommerce Integration</strong> – Manage all emails from WooCommerce > Settings > Emails</li>
</ul>
<p></p>
<h2>Refund Analytics</h2>
<p>Make data-driven decisions with built-in analytics:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Refund Reasons Report</strong> – See which reasons customers select most frequently</li>
<li><strong>Date Range Filtering</strong> – Analyze refund trends using WooCommerce’s standard date picker</li>
<li><strong>Product-Level Data</strong> – Identify which products generate the most refund requests</li>
<li><strong>Status Tracking</strong> – Monitor approved, rejected, and pending request counts</li>
<li><strong>Seamless Integration</strong> – Access analytics directly from WooCommerce > Analytics menu</li>
</ul>
<p></p>
<h2>Seamless Integration</h2>
<p>Works perfectly with your existing setup:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>WooCommerce HPOS</strong> – Fully compatible with High-Performance Order Storage</li>
<li><strong>Payment Gateways</strong> – Automatic refunds through any gateway that supports programmatic refunds</li>
<li><strong>Gutenberg Block</strong> – Native block editor support for the guest refund form</li>
<li><strong>Shortcode Support</strong> – Use <code>[ssr_guest_refund]</code> to place the guest form anywhere</li>
<li><strong>WooCommerce Emails</strong> – Full integration with the WooCommerce email system</li>
<li><strong>Any Theme</strong> – Works with any properly coded WooCommerce theme</li>
</ul>

Self-Service Refunds

<p>Let customers request refunds directly from their account, no support tickets, no back-and-forth emails. Self-Service Refunds streamlines your refund workflow with automatic processing, flexible rules, and complete admin control.</p>

Product Documents and Attachments vs Self-Service Refunds