| Table of Contents |
|---|
...
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).
...
| Info |
|---|
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
To upload files to multiple orders, navigate to: Sales > Sales dashboard > Tasks page.
...
Filter the orders using “Change range” or by filtering from the column titles to display only the orders you want to upload files to (fig 1).
Preferably, filter by the task type (fig 2) as wellClick “Upload to tasks” (fig 3) to open the upload page.
| Note |
|---|
Please note, : clicking “Upload to tasks” will enable uploading files to all tasks in displayed on the current page only. |
...
| Info |
|---|
Creating a filter using the Change range, unlike column title filtering - will be kept while navigating between the Sales dashboard’s pages and will also enable to filter by more than one Task type at a time |
As mentioned before, Upload defaults: File type and File description are mandatory settings for uploading files. If any of the tasks in the range do not have preset Upload defaults, you will be navigated to a preliminary page in which you will be required to enter the Upload defaults for all the missing tasks.
...
Once all Upload defaults are selected for all the tasks, click “Proceed to file upload” to proceed to the upload page.
| Warning |
|---|
You can proceed to the upload even if not all Upload defaults have been set - Tasks without Upload defaults set will not be displayed on the upload page. |
...
**Uploading file/s to multiple orders with Ooona’s agent
If you’re using Ooona’s agent:
...