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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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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).
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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
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