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Functionality description
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File upload links can be sent to your customer so he can independently upload assets (media files and DRM folders) to tasks.
The customer can also update the Title and/or Duration if enabled, as part of the upload process.
Setting up
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Start by selecting the Task types that should be enabled for Customer upload.
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Set the allowed Task types from: Administrator > Tables > Task types
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Creating a Customer upload
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link
Customer upload links are created per customer from the Customer info page.
From: Sales/Manager > Rolodex tables > Customers > Magnifying glass > Access links > Add customer link
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Existlinks
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To create a new customer upload link, click “Add customer link”.
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Existing Customer upload links are also displayed on this page. |
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Link configuration
Set the following mandatory fields:
Link description
Email address
Allow update- determines which fields the customer can update: Title and/or Duration, or none.
Display File/Folder upload- determines if the customer can upload files only, DRM folders only, or both
Additional configuration:
5. The available orders that the customer will be able to upload files to can be limited so that the customer can only upload files to tasks in these orders.
You can limit by:
Order number range
Project
Series
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If not limited, the customer will be able to upload to any enabled task in any of his orders (excluding orders in status “New”) |
6. Enhance security by requiring 2-factor authentication (by email or SMS) when opening the link.
When SMS is selected, a valid phone number must be entered.
7. Valid until- set an expiration date for the link. After this date, files can no longer be uploaded using his link
Click “Save & Close” to save the link
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Sending the Customer upload link:
Copy the link and email it to your customer
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Uploading files using a Customer upload link
Once clicking the link received by mail a new tab will be opened.
If 2-factor authentication is required for this link, the following page will prompt.
The verification code must be entered to proceed.
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Click Upload to start uploading files.
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The link can be mailed to a third party by clicking “Share link” |
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Clicking “Upload”This will open a page with all the available orders for upload, for this link.