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Functionality description
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
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
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
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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Click “Save & Close” to save the link
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Sending the Customer upload link:
There are 2 options for sending Copy the link
Sending the link to the Email entered in the link configuration
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A 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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2. The link can be copied so it can be pasted and mailed to any other email address:
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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.