Introduction

This manual will focus on uploading files (media file, script, etc) to orders.

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Uploading files to tasks in a single order

To upload files to tasks in a single order:

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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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Uploading file/s to a single order with Web browser

If you’re not using Ooona’s agent:

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Uploading files to tasks in multiple orders

To upload files to multiple orders, navigate to: Sales > Sales dashboard > Tasks page.

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Uploading file/s to multiple orders with Ooona’s agent

If you’re using Ooona’s agent:

1. Click “Select file” (fig 1) to open the Agent’s dialog box.

2. Click “Select files to upload” (fig 2) or drag and drop the file/s to the drop zone (fig 3).

3. Click “Apply” to add the file (fig 4).

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.

5. 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 changes are required, select the necessary 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

If you’re not using Ooona’s agent, click :

1. Click “Select file” (fig 1) or drag and drop the file/s to the drop zone (fig 2).

2. Repeat the action for all the lines on the screen (fig 3).
   All tasks will be marked as complete after the file is uploaded.

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• 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 4) before starting to upload the files.

• To see the allowed extensions for the task, click the blue exclamation point (fig 5).

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