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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 link

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Customer upload links are created per customer from the Customer info page.

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Info

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:

  1. Link description

  2. Email address- the Customer upload link will be sent to this address

  3. Allow update- determines which fields the customer can update: Title and/or Duration, or none.

  4. Display File/Folder upload- determines if the customer can upload files only, DRM folders only, or both

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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.

Info

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.