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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.
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Existing Customer upload links are also displayed on this page. |
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Link configuration
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Set the following mandatory fields:
Link description
Email address- the Customer upload link will be sent to this 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
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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.