Loocey File Upload for DLA ** New Feature ** (part 2)

Overview

Loocey File Upload for DLA ** New Feature ** (part 2)

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. How To Upload and Manage Files in Loocey
2. There are 2 types of File columns in Loocey, Single File and Multiple File types.
3. These are column types that we can add to any of our lists.
4. We use cloud storage and security to safely store all of your files and make the process seamless to our users.
5. Single File Column
6. We’ll start with the Single File column and see how uploading and managing a file works.
7. First, click the plus sign at the end of the table.
8. From the menu, select More Options.
9. For the column type, choose Single File.
10. Enter a display name for the column, and click Add to create it.
11. To upload a file, click on the plus icon and select a file from your computer, and the file is uploaded directly into the table.
12. Once the upload is complete, click on the file name to open the file viewer.
13. We’ve built our own file viewer to make it easy to view the file directly in the popup without opening the files in different tabs.
14. We support most common file types such as pdfs, images, documents and others. If a file type is not supported in the viewer, it’ll show that it’s unable to display the file and prompt you to download it or open in another tab.
15. At the top of the viewer, you can see the file name and file size in megabytes.
16. If the file is an image, Loocey also displays the image dimensions, so you immediately know what you’re working with.
17. Let’s close the file viewer.
18. Now, when you mouse over the file, you’ll also see the 3 dot context menu, if you open the menu, you’ll have several other options.
19. You can upload a new file to replace it, delete the file, open file settings and others.
20. Now let’s take a look at the Multi File column.
21. A Multi File column allows you to upload multiple files into a single cell, which is perfect when you need to keep several documents related to the same record in one place.
22. To start, let’s add a Multi File column
23. Click the plus sign at the end of the table, select More Options, choose Multi File as the column type, enter a display name, and click Add.
24. Upload works the same way, simply click on plus icon for uploading the first file and select file to upload.
25. To upload more files, open the context menu, either drag/drop to the designated spot or click on Upload and select more files to upload.
26. Newly uploaded files will be placed in the beginning of the cell.
27. Note that the context menu will show all files in the cell and each file will also have its own context menu just like a single file column.
28. Now when you click to open the file viewer, you’ll see the list of files on the left menu to be able to quickly switch between them.

Where this fits

This tutorial covers the Bidding Board & CRM part of Loocey DLA. Copy solicitations into the CRM, then manage statuses, notes, files and pipeline views.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials