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For every file you upload, you must select the Upload defaults, File type, and File description.
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Ooona recommends defaulting 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, 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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Uploading file/s to a single order with Ooona’s agent
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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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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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).
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