Method 1: Import Order Assets in Bulk
Bulk import is ideal when you have documents for many orders.
1. Navigate to Orders → Order Assets → Import
2. Upload Your PDF Files
Click "Add" to select files from your computer.
After upload, the system will attempt to match each PDF to an existing order:
✔️ Matched — The file was successfully matched to an order.
❌ Not found — No matching order could be identified.
You can delete individual files using the trash icon before submitting.
How Asset Matching Works
When you upload documents, Coldcart attempts to automatically match each file to an order based on the filename.
Filenames should match one of the following:
Order Number
External ID
Coldcart Order ID
If Coldcart finds a match, the file is marked as Matched. If not, it will be labeled Not found, and you can adjust the filename and re-upload.
3. (Optional) Allow File Overwrites
Check Overwrite existing files if you want to replace previously uploaded documents that are the same. (Files will be compared based on the content, not names)
4. Submit
Click Submit to attach matched files to their respective orders.
Once submitted, the list resets, and you can upload another batch if needed.
Method 2: Add Assets Directly from an Order
This method is used when you are working inside a specific order and want to attach documents only for that single order.
1. Open an Order
You will see the order detail page with tabs such as Overview, Shipments, and Raw Data.
2. Scroll to the Assets Section
On the right panel, find the Assets widget.
3. Click “Upload”
Click Upload to choose a PDF file. Since you are inside an order, Coldcart automatically assigns the assets to this order — no filename matching needed.
4. Confirm Upload
Once uploaded, the documents appear in the Assets list for that order.
Note
If order is reprocessed, all supporting assets will persist.
Only PDF files are supported.