How to Attach a PDF File to Customer Notification Emails đź“„

Jan Nemec, Co-Founder, UX & Front-end Engineer

Attaching a PDF file of terms and conditions to an order notification email in Shopify

Learn how to easily add a PDF attachment with terms and conditions to your Shopify customer notification email. This will ensure you are fully compliant with the regulation from the European Union.

Why is it necessary?

One of the current obligations of e-shop operators within the European Union is to supply customers with terms and conditions in text form. It is crucial that these terms and conditions are provided in an immutable format that is not subject to change by the e-shop over time. Therefore, it is no longer sufficient to simply provide a link that redirects the customer to an external site.

Sending documents in PDF format, ideally together with an instant order confirmation, has proven to be an efficient and practical solution to this obligation. This practice not only facilitates compliance with legal requirements, but also contributes to transparency and trust between the business and the customer.

Add a PDF file with Terms and Conditions to your customer notification email 👇🏻

  1. Make sure you have filled in the terms and conditions in Settings > Policies
  2. Go to Notification settings > Customer notifications > Order confirmation
  3. In the top right corner, select 'Edit code'. Alternatively, 'Localize' if you want to add it to a language version other than your default language
  4. Copy this code and paste it at the very end of the email template
{{ shop.terms_of_service | attach_as_pdf: "Všeobecné obchodní podmínky" }}
  1. Save the changes made and perform a test order
Video demonstration of how to add a PDF attachment to a notification email

đź’ˇ Pro tip:

To add additional PDF files with terms and conditions to the email, simply repeat the same process with the codes below.

{{ shop.refund_policy | attach_as_pdf: "Refund policy" }}
Refund policy đź“„
{{ shop.shipping_policy | attach_as_pdf: "Shipping policy" }}
Shipping policy đź“„
{{ shop.contact_information | attach_as_pdf: "Contact information" }}
Contact information đź“„

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