Introduction

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On the upload page:

1. 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.

2. Once the File type and description fields are populated, the “Select files” button will be available (fig 3).
   Be aware of the allowed extensions for the task (fig 2).

3. 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:

1. Click “Select files”- the agent’s dialog box will open.

2. Click “Select file for upload” (fig 1), or drag and drop your file/s (fig 2).

3. Finish by clicking “Upload' (fig 3).

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The name of the user who completed the task and the task completion date and time will be added (fig 2-3)

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Uploading files to tasks in multiple orders

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If you don’t have the “Sales” menu, navigate to: Supervisor > Resource allocation to task pageStart by filtering

1. Filter the orders

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1. using “Change range” or by filtering from the column titles to display only the orders you want to upload files to (fig 1).
   Preferably,

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1. filter by the task type (fig 2)

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1. as well

2. Click “Upload to tasks” (fig 3) to open the upload page.

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