Introduction

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For every file you upload, you must select the Upload defaults, File type, and File description.

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To upload a file to tasks in a single order, navigate to the Order tasks page (fig 4) and click the “Add file” button (fig 5) of the task you want to upload the file/s to.

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In the upload page, you must first select the Upload defaults; File type, and File description (fig 1). This is a mandatory requirement to be able to upload files.

The upload defaults can pre-selected and locked for editing, as in the example below, or open for selection so you must select them yourself. Once the File type and File description fields are populated, the “Open upload” button will be available (fig 3). Be aware of the allowed extensions for this 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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If you’re using Ooona’s agent, once clicking “Open upload”, 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 you’re not using Ooona’s agent, click “Upload” (fig 1), or drag and drop your file/s into the drop zone (fig 2)

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The name of the user who completed the task and the task completion date and time will be added (fig 2-3)

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