Introduction
...
For every file you upload, you must select the Upload defaults, File type, and File description.
...
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).
...
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).
...
| 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 multiple orders
To upload files to multiple orders, navigate to: Sales > Sales dashboard > Tasks page.
If you don’t have the “Sales” menu, navigate to: Supervisor > Resource allocation to task page
Start by filtering the orders with “Change range” or by filtering from column titles to display only the orders you want to upload files to. Preferably, also filter by the task type to only display the tasks you want to upload files to (either with “Change range” or with column title filters).
...
| Info |
|---|
Change range filtration, in oppose to Column title filtering, will be kept while navigating in the Sales dashboard’s pages and will also enable to filter by more than one Task type at a time |
Before uploading the files, It’s mandatory to enter the Upload defaults: File type and File description. If any of the tasks in the range doesn’t have preset Upload defaults, you will be first navigated to a preliminary page in which you must enter the Upload defaults for all the missing tasks. Either select the File type and description for each task (fig 1) or use the bulk update pull-down menus to apply your selections to all visible lines (fig 2). Once all Upload defaults are selected for all the tasks, click “Upload tasks files” (fig 3) to proceed to the upload page. Tasks without Upload defaults set will not be displayed on the upload page.
...
If you’re using Ooona’s agent, click “Select file” (fig 1) to open the Agent’s dialog box. Click “Select files to upload” (fig 2) or drag and drop the file/s to the drop zone (fig 3). Click “Apply” to add the file (fig 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. 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 change are required, select the necessary value’s in the pull-down menus (fig 8) before clicking “Start upload”
...
If you’re not using Ooona’s agent