Document selection

The right documents,
on every page.

Manual, data sheet, declaration of conformity, safety data sheet: the master data holds the product’s documents. Each channel page receives the ones that help the customer, and the ones the channel asks for.

01The starting point

The documents exist.
They’re never on the page.

Manuals and data sheets sit in shared folders. On the page, the customer finds nothing, or the whole 212-page catalog instead of the manual.

  • Documents missing from the pageThe customer looks for the manual, can’t find it, and asks customer service.
  • The wrong documentA 200-page catalog where a one-page manual would have done.
  • Requirements per channelSome channels ask for specific documents, such as a safety data sheet.

02How it works

You ask. The agents take care of it.

  1. 01The master data’s documentsManuals, data sheets, certificates, linked to the product.
  2. 02Each document has its roleManual, data sheet, conformity: what it contains is known.
  3. 03The right ones for each channelThe ones that help the customer, and the ones the channel requires.
  4. 04Attached to the pageThe generation agent adds them to the channel page.
  • Manuals
  • Data sheets
  • Certificates
  • Safety data sheets
  • Master data

03The result in Upsellr

Every page,
with its documents.

Customers find the manual and the data sheet where they look for them.
Each channel gets the documents it asks for.

  • UsefulDocuments that help the customer
  • CompliantThe ones the channel requires
  • RelevantNo off-topic documents

Illustrative example · sample data

04What makes the difference

The right document, in the right place.

  • The documents that help.

    Of all the product’s documents, the ones that help the customer are attached and the rest are left out.

  • Each channel, its documents.

    A marketplace asks for a safety data sheet, your store for a data sheet: each page gets its own.

  • Taken from the master data.

    Documents are linked to the product once, in the master data, then reused on every page.

05Results to document

What you’ll be able to measure.

  • Share of pages with their manual
  • Number of questions about documents
  • Share of pages meeting channel requirements

Your questions.
Practical answers.

What you need to know before your first request.

Where do the documents come from?

From the product’s master data, where they’re linked once.

Are all documents attached?

No. Only the ones that are useful on the page, or required by the channel.

Can each channel receive different documents?

Yes. Each channel page receives the documents that suit it.

Which types of documents are covered?

Manuals, data sheets, certificates of conformity, safety data sheets and other product documents.

The manual is there.
On the page.

Try it on your products or explore document selection in a personalized demo.