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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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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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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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If you’re not using Ooona’s agent, click “Select file” (fig 1) or drag and drop the file/s to the drop zone (fig 2). Repeat the action for all the lines on the screen (fig 3). 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 4) before starting to upload the files. To see the allowed extensions for the task, click the blue exclamation point (fig 5).

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Info

More than one file can be uploaded to the same task either by browsing or dragging and dropping multiple files at once