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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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If using this method, the system will assign file types based on the files' extensions.
Uploading folders to orders
Folders can be uploaded to orders via the “Upload folder” column in the Sales dashboard or through the “Upload folder” button in the Order files page.
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If the folder includes files not recognized by the system, they will not be added to the order unless “Upload files with unknown extensions” is enabled |
Uploading folders to tasks
Folders can be uploaded to tasks via the “Upload folder” column in the Sales dashboard > Tasks tab, through the “Upload folder” button in the Order tasks page, or through My menu > Tasks.
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Once clicked, a new page will open. Simply select the folder or drag it to the area to upload it (1).
It’s also possible to select if the task should be marked as complete (2).
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The files types will be assigned based on the file’s extension, as well as the system defaults, as set in the Watch Folder & Folder upload defaults.
Unlike folder upload to orders, the only task that will be completed will be the one the files are being uploaded to, regardless of the Watch Folder & Folder upload defaults for task completion.
Uploading files with unknown extensions
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