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The Upload defaults can be pre-selected fand and populated from the Workflow template’s defaults, or open for selection by the user that uploads the file.
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Navigate to the Order tasks page (fig 4).
Click the “Add file” button (fig 5) of the task you want to upload the file/s to.
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On the upload page, you must first select the :
Select the mandatory Upload defaults: File type, and File description (fig 1).
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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
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the user must select them
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before being able to continue.
Once the File type and
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description fields are populated, the
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“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
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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’re you are using Ooona’s agent, once clicking :
Click “Open upload”
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- 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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Uploading file/s to a single order with Web browser
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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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