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On the upload page:
Select the mandatory Upload defaults: File type, and File description (fig 1). As mentioned, these fields might have been auto populated from the workflow template default settings.
The upload defaults can pre-selected and locked for editing, as in the example below, or open for selection so the user must select them before being able to continue.Once the File type and description fields are populated, the “Select files” button will be available (fig 3). Drag and drop your files to the File area or click on the “Select files” button to select the files you wish to upload.
Be aware of the allowed extensions for the task (fig 2).Free text can be added before uploading the file to add additional information about the file (fig 4).
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Uploading file/s to a single order with Ooona’s agent
If you are using Ooona’s agent:
Click “Open upload”“Select files”- the agent’s dialog box will open.
Click “Select file for upload” (fig 1), or drag and drop your file/s (fig 2).
Finish by clicking “Upload' (fig 3).
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If you’re not using Ooona’s agent, click “Upload” (fig 1), :
Click the “Select files” button to select the files you wish to upload or drag and drop your file/s into to the drop zone (fig 2)
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Once uploaded, a file upload confirmation will be prompt
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appear (fig 1).
Make sure to complete the designated task after the upload either by clicking “Yes” to in the “Mark task as complete” alert (fig 12) or if not promptprompted, click the “Complete” button of the task (fig 23)
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The “Complete” button must be green (fig 1). If not, the task will not be completed even if files have been uploaded.
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More than one file can be uploaded to the same task either by browsing or dragging and dropping multiple files at once. |
Uploading files to tasks in multiple orders
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Start by filtering the orders with “Change range” or by filtering from column titles to display only the orders you want to upload files to (fig 1). Preferably, also filter by the task type (fig 2) to only display the tasks you want to upload files to (either with “Change range” or with column title filters). Click “Upload to tasks” (fig 3) to open the upload page.
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