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The Encoding Process

After a file is uploaded, the word “encoding” will appear next to it.

All  files uploaded to the system go through the process of encoding. This process is when the file is being converted to a specific file extension, such as PDF, JPG, and WMV. The length of the video or the size of the file will be the deciding factor in how long the encoding process will take.

This process must be done in order for files to be viewed and played on the system.

Electronic Uploader

The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder.

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1. File/Browse Button
– When clicked, it accesses the files on the user’s computer in order add one to their File Organizer.

2. Client Drop-Down Menu
– Allows the user to choose the destination of the file they are uploading.

3. Title Field
– Allows the user to add a title to their file other than what it is named on the computer.

4. Comment Field
– Allows the user to add any notes they’d like other users who can access their file to see.

5. Add to Queue Button
– When clicked, starts the uploading of the file if there are no others being uploaded or adds it to the list of files that will be uploaded.

6. Remove from Queue Button
– Allows the user to remove any file that has finished uploading, is waiting to be uploaded, or is in the process of being uploaded from the queue.

7. Start/Pause Button
– Allows the user to start/pause any files at any time that are currently being uploaded to the File Organizer. Only one file may be uploaded at a time.


Adding a File to the Queue

1. Select a file from the file browser.

2. Select a client (optional).

3. Enter a new title (optional).

4. Enter a comment (optional).

5. Click the Add to Queue button.

Please Note:
1. All files will be uploaded to the user’s own My Files folder if a client is not selected.
2. Users may need to unblock pop-ups and click Run on windows that open. This depends on which browser and which security settings are being used.
3. Users should not close the Electronic Uploader window while there are active uploads. If closed, this will stop the upload process. However uploading will resume if once the window is reopened.
4. If a wrong file is selected and needs to be removed, users can click on the file in the upload queue and then click the Remove from the Queue button.

 

How to Add a File to a Client

For all user roles including administrators, there are two ways to add a file to a client:

Directly Uploading to a Client’s Portfolio

By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for the drop-down menu or by typing in the client’s name in the text field. For more information on how to use the Electronic Uploader, please click on the link.

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Transferring Files to a Client’s Portfolio

Administrator roles will use the System Admin Window while user roles will use the Client Selector.

Administrator’s System Admin Window:

An admin may go to their System Admin Window and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

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User’s Client Selector Window:

A user may go to their Client Selector and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

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– Clicking on a client in either the Client Selector or the System Admin will allow the user access to the client’s portfolio in their File Organizer.
– The user can then go to their own My Files folder and find the file they want to give to their client.
– The user can then:
A. Right-click on the file and use copy/cut and paste it once inside the client’s portfolio.
B. Drag the file to the client’s name on the left. This will remove the file from the user’s My Files and add it to the client’s portfolio.
– Double-clicking on the client’s name on the left will open up their portfolio.
– For more information on the File Organizer, please click on the link.

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