Ambir PS467 User Manual download pdf (Page 10)

Omniprise CRM System | Upload File

Resource Center | Version 1.0

Upload File

Files may be uploaded to the My Files form and are not attached to any system element. These files show

up at the bottom of the My Files table. The system element is listed as none.

File Name

The "File Name" field is automatically populated when a file is attached. This file name may be

renamed as needed by the user.

Actual File

Before a file is uploaded into the system, the "Attach File" button is visible in the "Actual File"

section. A file cannot be saved without first being attached. To attach a file, select the "Attach

File" button and an "OmniUpload box is displayed with a progress bar, a browse button and a cancel

button. To cancel out of OmniUpload, press the "Cancel" button. To attach a file to the system,

select the "Browse" button and choose the desired file. Once the file is selected, the progress

bar moves from 0% to 100% until the file is uploaded to the Document Repository. The "Actual

File" section will change from an "Attach File" button to display the file name that is waiting to be

uploaded. Any text that was input into the "File Name" field will be renamed with the actual file

name from the upload. This may be overridden by renaming the file is a different file name is

needed. If the file that was attached is not the correct file, a remove button is located to the right

of the "Actual File" so that the file may be removed. If "Remove File" is selected, the "Attach File"

button will reappear on the screen and the uploaded process is started again.

Description

The "Description" field is an optional field allowing the user to add additional information as required

for the uploaded file.

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Ambir PS467 User Manual Page 10