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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.

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\uD83D\uDCD8 Instructions

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Disable Upload Page

To disable the upload page for a specific customer account in your portal, follow these steps:

Disable the Upload Page:

You will see a toggle switch labeled Disable Upload Page.

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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.

Info

  • 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.

Header

In this area, the that is configuring this page, can customize the header of the page. This includes defining the title, setting colors, and adjusting font styles. The header typically appears at the top of the page and provides key information or branding elements relevant to the customer.

1. Header

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

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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

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  • 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

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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.

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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

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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

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Option

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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.

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2. Description

This field allows the user that is configuring this page to enter any relevant information regarding the customer, the uploaded file, and instructions for picking up the file.

User can input free-text details to provide additional context or special instructions.
Formatting tools are available, allowing the user to apply bold, italic, change font color, and use other text styling options to enhance readability.

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Location & Hours

This section allows the user that is configuring this page to configure the location and operating hours settings for the upload page. The user can specify the relevant location details and define the available hours.

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3. Title

In this field the user can specify a descriptive name for the location. This title helps identify the location clearly on the interface and in related records. Ensure the title is concise and relevant to the designated location.

4. Show Location List

In this field the user can enable or disable the ability of users to view a list of all available locations if the customer has more than one. Users can then select the location for which they want to upload the job.

5. Show Open Hours

In this field, the user can enable or disable the ability for users to view a list of open hours. This setting determines whether the upload page will display the open hours.

6. Location Required

This field determines whether a location must be specified when uploading a job. If this field is enabled, the user must provide a location before completing the upload.

7. Description

This field allows the user that is configuring this page to enter any relevant information regarding the location and instructions for picking up the file.

User can input free-text details to provide additional context or special instructions.
Formatting tools are available, allowing the user to apply bold, italic, change font color, and use other text styling options to enhance readability.

File Selection

This section allows the admin user to configure settings related to file uploads, as follow: specify the allowed file extensions, set the maximum file size, and define pricing details associated with the upload. These settings ensure that uploaded files meet the required criteria before submission.

8. Supported File Format(s)

This field displays the list of file formats that can be uploaded. Only files in the specified formats will be accepted for processing.

9. Max File Size (MB)

This field displays the maximum allowable file size for uploads. Users must ensure that selected files do not exceed this limit to proceed with the upload. If a file exceeds the specified size, an error message will be shown

10. Show Prices

This field allow the admin user to configure how pricing information will be displayed. This field contains two options:

If the Show Joblist Pricing field 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.

If the Show Cost Per Page field is enabled , the job costing will be calculated based on the amount configured on this page.

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Print Defaults

The Print Defaults area allows the admin user to set default printing preferences for jobs.

The available options for each of these configurations (Color, Duplex, Paper Size, Layout and Staple) can be customized in the JobList Settings screen.

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Options

The Options area allows the admin user to configure how jobs can be retrieved after file uploads, choosing from the following options:

11. Enable LMS Validate

Users can access jobs through a Learning Management System credentials.

Enter Library Card Number is a mandatory field when Enable LMS Validate field is enabled. This filed allows users to inform their LMS card number to login in Customer Public Upload Page to upload jobs and retrieve them later using the same credentials.

Enter Library PIN Number is an optional field when Enable LMS Validate field is enabled, but once Enter Library PIN Number field is enabled, the user needs to inform their LMS password.

12. Enable Release Code

A unique code is generated, allowing users to retrieve their jobs securely.

Email: Enable the email address toggle to display the email text box when submitting files through the Customer Public Upload Page. 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

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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.

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Page. 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.

13. Enable Guest Name

Jobs can be retrieved by entering the guest's name.

Enter Guest Name or Library Card Number * is a mandatory field when Enable Gues Name field is enabled. This filed allows users to inform their guest name.

Email: Enable the email address toggle to display the email text box when submitting files through the Customer Public Upload

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Page. 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

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Page. 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.

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Partner Details

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14. How To’s

The How-To’s section provides users with guidance on features and settings available in the system.

Hide Email Field

The Hide Email option allows users to control the visibility of email addresses in certain areas of the system.

When enabled, email addresses will not be displayed in the following locations:

User Portal / Print Screen – under the Email Printing option.

Customer Public Upload Page – in the Email Printing area.

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Partner Info

This section allows the admin user to manage partner-related details.

15. Partner URL

Modify the web address associated with the partner.

16. Alt Text of Partner

Change the descriptive text displayed for the partner.

Update the partner’s logo to reflect branding changes.

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