Introduction

This manual will focus on uploading files (media file, script, etc) to orders.

Files are uploaded to tasks.

Normally, a designated task will be available in the order to which you will upload the file.

After uploading the file, the task must be completed to finalize the upload action.

For every file you upload, you must select the Upload defaults, File type, and File description.

The Upload defaults can be pre-selected coming from the Workflow template’s defaults, or open for selection by the user that uploads the file.

Uploading files to a single order

To upload a file to tasks in a single order, navigate to the Order tasks page (fig 4) and click the “Add file” button (fig 5) of the task you want to upload the file to.

In the upload page, you must first select the Upload defaults; File type, and File description (fig 1). This is a mandatory requirement to be able to upload files.

The upload defaults can pre-selected and locked for editing, as in the example below, or open for selection so you must select them yourself. Once the File type and File description fields are populated, the “Open upload” button will be available (fig 3). Be aware of the allowed extensions for this task (fig 2). Free text can be added before uploading the file to add additional information about the file (fig 4).

Uploading files with Ooona agent

If you’re using Ooona’s agent, once clicking “Open upload”, the agent’s dialog box will open. Click “Select file for upload” (fig 1), or drag and drop your file (fig 2). Finish by clicking “Upload' (fig 3).

Once uploaded, a file upload confirmation will be prompt

Make sure to complete the designated task after the upload either by clicking “Yes” to the “Mark as complete” alert (fig 1) or if not prompt, click the 'Mark as complete” button of the task (fig 2)

The “Mark as complete” button must be green. If not, the task will not be completed even if files have been uploaded.