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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).
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 “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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Please note, clicking “Upload to tasks” will enable uploading files to all tasks in the current page only. If the tasks are displayed on more than one page, click “Upload to asks” once in every page or increase the items per page. |
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Creating a filter using the Change range |
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, unlike column title filtering |
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- will be kept while navigating |
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between the Sales dashboard’s pages and will also enable to filter by more than one Task type at a time |
Before uploading the files, It’s mandatory to enter the As mentioned before, Upload defaults: File type and File description are mandatory settings for uploading files. If any of the tasks in the range doesn’t do not have preset Upload defaults, you will be first navigated to a preliminary page in which you must will be required to enter the Upload defaults for all the missing tasks. Either select
Select the File type and description for each task (fig 1) or use the bulk update pull-down menus to apply your selections to all visible lines (fig 2).
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Once all Upload defaults are selected for all the tasks, click “Upload tasks files” (fig 3) “Proceed to file upload” to proceed to the upload page.
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Tasks without Upload defaults set will not be displayed on the upload page. |
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Uploading file/s to multiple orders with Ooona’s agent
If you’re using Ooona’s agent, click :
Click “Select file” (fig 1) to open the Agent’s dialog box.
Click “Select files to upload” (fig 2) or drag and drop the file/s to the drop zone (fig 3).
Click “Apply” to add the file (fig 4).
Repeat the action for all lines on the screen (fig 5).
You can also click “Auto select files” (fig 6) to select the files one after another without having to click the “Select file” button of each task separately.Once all files are selected click “Start Upload” (fig 7) to initiate the upload.
All tasks will be marked as complete after the file is uploaded. In addition, if Script status and/or Flag
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changes are required, select the necessary
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values in the pull-down menus (fig 8) before clicking “Start upload”
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Uploading file/s to multiple orders with Web browser
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