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For every file you upload, you must select the Upload defaults, File type, and File description.
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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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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 (fig 1). Preferably, also filter by the task type (fig 2) to only display the tasks you want to upload files to (either with “Change range” or with column title filters). Click “Upload to tasks” (fig 3) to open the upload page.
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Please note, clicking “Upload to tasks” will enable uploading files to all tasks in the current page only. If the tasks are displayed on more than one page, click “Upload to asks” once in every page or increase the items per page. |
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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 |
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