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How do I add images and files to an order?

Learn how to add images and files to orders in Pavilion, including images that can appear on printed documents and files stored for reference.

You can add images and files to an order from the Notes, Gallery & Files tab. Use the Gallery section for images that may be included on printed documents, such as receipts, orders, and envelopes. Use the Files section for reference files that should be stored with the order but not printed.

ℹ️ Whether gallery images appear on printed documents depends on your document template settings. If images are not printing as expected, contact your Pavilion admin.

Add images to an order

  1. Open the order record. This can be a Job, Special Order, Layaway, or Sale.

  2. Open the Notes, Gallery & Files tab.

  3. In the Gallery section, click Add Image.

  4. Choose how you want to add the image:

    • Click Take a Photo to capture a new image.

    • Click Upload Files or drag and drop files to upload images from your device.

    • Click Choose from Library to select an existing image.

  5. Click Save to confirm your selection.


Add files to an order

  1. Open the order record.

  2. Open the Notes, Gallery & Files tab.

  3. In the Files section, click Add Files.

  4. Choose one of the following:

    • Select an existing file and click Add.

    • Click Upload Files to upload a file from your device.

  5. The file will be stored on the order for reference.


Attach images or files to a specific order line

  1. Open the order record.

  2. Find the line item you want to attach the image or file to.

  3. Click the dropdown menu next to the line item.

  4. Select Attach File & Image.

  5. Choose how you want to add the attachment:

    • Click Take a Photo to capture a new image.

    • Click Upload Files or drag and drop files to upload from your device.

  6. Click Save to apply the changes.

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