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Overview
This manual will focus on uploading files (media file, script, etc) to orders.
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If you are using Ooona’s agent:
Click “Select files”- 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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If Script status and/or Flag changes are required, select the necessary values in the pull-down menus (fig 4) before starting to upload the files.
To see the allowed extensions for the task, hover over the Allowed extensions icon (fig 5).
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More than one file can be uploaded to the same task either by browsing or dragging and dropping multiple files at once. |
Folder upload
Files can also be uploaded using folders.
If using this method, the system will assign file types based on the files' extensions.
Uploading folders to orders
Folders can be uploaded to orders via the “Upload folder” column in the Sales dashboard or through the “Upload folder” button in the Order files page.
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This action requires the following role: Can upload streaming folders to orders |
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Once clicked, a new page will open. Simply select the folder or drag it to the area to upload the folder.
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The files types will be assigned based on the file’s extension, as well as the system defaults, as set in the Watch Folder & Folder upload defaults.
Tasks will also be completed based on those defaults.
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If the folder includes files not recognized by the system, they will not be added to the order unless “Upload files with unknown extensions” is enabled To learn more about uploading files with unknown extensions, please refer to the corresponding section within this article. |
Uploading folders to tasks
Folders can be uploaded to tasks via the “Upload folder” column in the Sales dashboard > Tasks tab, through the “Upload folder” button in the Order tasks page, or through My menu > Tasks.
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This action requires the following role: Can upload streaming folders to tasks |
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Once clicked, a new page will open. Simply select the folder or drag it to the area to upload it (1).
It’s also possible to select if the task should be marked as complete (2).
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The files types will be assigned based on the file’s extension, as well as the system defaults, as set in the Watch Folder & Folder upload defaults.
Unlike folder upload to orders, the only task that will be completed will be the one the files are being uploaded to, regardless of the Watch Folder & Folder upload defaults for task completion.
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If the folder includes files not recognized by the system, they will not be added to the order unless “Upload files with unknown extensions” is enabled. To learn more about uploading files with unknown extensions, please refer to the corresponding section within this article. |
Uploading files with unknown extensions
It’s also possible to upload folders containing files with unknown extensions using the “Upload files with unknown extensions” switch at the top of the Folder upload page.
If on, the system will upload all files to the order, and it will be down to the user to select how to handle them.
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If a folder with unknown file extensions is uploaded, the upload area will change to light red and a tooltip will specify which files could not be identified. By clicking on “Set missing file types”, a list of files without file types will be shown.
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From this page, the missing file types can be set using the “File type” and “File description” columns (1), or deleted if not needed (2).
If not set at this point, the same actions can still be performed from the Order files page.
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The following role is required to update empty File type or File description fields: Can set missing file types and descriptions |
Configuration
From Administrator > Web administrator > Configuration > Defaults, it’s possible to configure which file types should be applied by default when uploading a folder, by checking the files' extensions.
The file type that will be applied to the file on upload
(Optional) which task should be automatically completed if the selected file type is uploaded via folder
(Optional) which flag should be automatically added to the order if the selected file type is uploaded via folder
Add additional file types to have defaults on upload
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Example: If a folder is uploaded containing an MP4 and a PDF file, they will be automatically recognized as a “Media file” and “Script”. The “Upload Media file” and “Upload script” tasks will be automatically completed on file upload as well. |