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Using Tags to Finish Activities & Upload Proofs
Using Tags to Finish Activities & Upload Proofs
Written by Don
Updated over a week ago

Tag-Based Upload Process

  • This approach simplifies the upload process for the end user by providing controls for file upload within the Finish Activity confirmation window. This is accomplished through the creation of an 'upload' tag (named 'Upload for Proofing' in the example below), and placing that tag on appropriate activity steps on the schedule (where a file upload should occur):

  • With this tag present, when the user attempts to click 'Finish' on the activity, they are presented with a expanded version of the confirmation screen:

  • Notice that the 'Yes, Proceed' button is grayed out at this time, since there are no files present - this helps to force the user to upload content (something not enforceable in the Traditional Process)

  • Clicking the β€œ+” supports adding new files. Do NOT click the β€œ+” to upload a new version of an existing file. Instead, this can be accomplished by clicking the thumbnail of the existing file and selecting 'New Version' in the pop up menu (and selecting File or URL appropriately):

  • Once again, as a way to determine if the new version is being uploaded correctly, there are visual indicators in the window:

  • Click 'Upload', wait for the process to complete, and then proceed to finishing the activity

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