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Introduction
This manual will focus on uploading files (media file, script, etc) to orders.
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It is recommended to pre-set the the “Upload defaults” so users will not have to make selections |
Uploading files to tasks in a single order
To upload files to tasks in a single order:
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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 be pre-selected and locked for editing, as in the example below, or open for selection so the user can select them in order 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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Uploading file/s to a single order with Web browser
If you’re not using Ooona’s agent:
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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.
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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. |
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Uploading file/s to multiple orders with Ooona’s agent
If you’re using Ooona’s agent:
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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:
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If Script status and/or Flag changes are required, select the necessary 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 hover over the Allowed extensions icon (fig 5).
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More than one file can be uploaded to the same task either by browsing or dragging and dropping multiple files at once. |