Upload Page
The Customer Upload Page configuration section provides access to settings related to creating customer pre-headers, fields, print options, and other features for the Customer Upload Page.
The Customer Upload Page configuration section provides administrators the ability to create and publish customer-specific information.
Getting Started:
Users must log in to the system to access the Configuration/Customization/Upload Page feature. Once logged in, users can navigate to the Configuration/Customization feature by clicking the "Upload Page" option in the main navigation menu. This feature is managed by permissions and the user must be associated with a group that allows the user to access this option. To get more information about groups and how to associate them with a role type that has this permission, click here.
📘 Instructions
Customer Name
Enables the ability to enter the customer’s name. As this is a customizable field, it can be used to describe something according to the customer's need.
Click the Edit (Pencil) icon to enter the customer’s name
Click the Confirm (Checkmark) icon to save the information just provided
Click on Save Button in the bottom right corner of the page
Location and Hours
Enables the ability to enter the customer’s location and hours.
Click the Edit (Pencil) icon to customize the field’s label.
Click the Confirm (Checkmark) icon to save the information just provided
Click on Save Button in the bottom right corner of the page
Click the Edit (Pencil) icon to enter the customer’s location and hours.
Enable the Location List toggle to
Enable the Open Hours to
Enable the Location Required to
Click on the Save Button in the bottom right corner of the page
Prices
If the Prices toggle bar is enabled, then job costing on the upload page or Mobile App/Web is going to be calculated based on prices informed in Joblist Prices, else job costing is based on the Upload Page pricing option.
Select File
Enables the ability to inform the accepted file formats, page cost, and maximum file size.
Click the Edit (Pencil) icon to customize the file formats, page cost, and maximum file size.
File Selection: type of formats accepted to be uploaded
Cost Per Page: If enabled, will allow user to inform the price to be charged to print a page
Color Cost Per Page: If enabled, will allow user to inform the price to be charged to print the page if printed in color
Grayscale Cost Per Page: If enabled, will allow user to inform the price charged to print the page if printed in grayscale
Color Cost: Price to be charged to print the page if printed in color
Grayscale Cost: Price to be charged to print the page if printed in grayscale
Max File Size: Max file size accepted to be uploaded
Click on Save Button in the bottom right corner of the page
Print Options
Enables the ability to set the default print options.
Color: Select if the print option default is Color or Grayscale
Duplex: Select if the print option default is One Sided or Two Sided
Paper Size: Select if the print option default is As Saved, A3, A4, Legal, Tabloid, or Letter
Layout: Select if the print option default is As Saved, Portrait, or Landscape
Click on Save Button in the bottom right corner of the page
Option
Login: Enable the Login toggle to display the login option when submitting files through the File Upload Page or Mobile App. This option can be configured only for customers using the Print Delivery Station.
Release Code: Enable the Release Code toggle to display the email text box and/or mobile number text box when submitting files through the Customer Public Upload Portal.
Guest Name: Enable the Guest Name toggle to display the field that informs the guest name when submitting files through the File Upload Page or Mobile App. This option can be configured only for customers using the Print Delivery Station.
Release Code
Email: Enable the email address toggle to display the email text box when submitting files through the Customer Public Upload Portal. If this field is enabled, the email address is going to be mandatory and the customer will receive the release code of the documents submitted, if he types a valid email address.
Mobile: Enable the mobile toggle to display the mobile text box when submitting files through the Customer Public Upload Portal. If this field is enabled, the mobile number is going to be optional and the customer will receive the release code of the documents submitted, if he types a valid mobile number.
Partner Details
Click on Save Button in the bottom right corner of the page.
Disable Upload Page
To disable the upload page for a specific customer account in your portal, follow these steps:
Login to Your Portal: Access your customer portal using your credentials.
Navigate to Configuration:
Once logged in, locate the Configuration section from the main menu.
Select Customization:
In the Configuration menu, click on Customization to access the customization options.
Access Upload Page Settings:
From the dropdown menu, select the Upload Page option. This will take you to the upload page customization settings.
Disable the Upload Page:
You will see a toggle switch labeled Disable Upload Page.
To disable the upload page for the logged-in customer account, switch the toggle to Enabled. This action will prevent the customer from accessing the upload page.
Conversely, to enable the upload page, switch the toggle to Disabled. This will allow access to the upload page for the customer account.
Save Changes:
Ensure to save your changes to apply the new settings.
Important Notes:
Disabling the upload page means that the logged-in customer will not be able to upload files or documents through their account.
You can always return to this setting to re-enable the upload page when necessary.