The Upload File icon is one of several tool bar icons giving quick access to various functions. Not all tool bars appear the same; depending on the screen the tool bar is used with, different functions will be available. Several icons appear on many tool bars within Skyware and are therefore considered "common". There are also several tool bar icons which appear on few types of screen, but you may see often - some of the most important tool bars in Skyware are those found on the accounts screens, such as a guest account or any group account, or on the stay screens, for an individual stay screen or for a group booking. Whenever you work with guest and/or reservation information in the system, you will therefore see a version of this tool bar. The Upload File (Upload a file to the account or stay) icon is one of the icons for working with guest and/or reservation information in the Skyware system that appears on the Account and Folio Tool Bars. This is the first in sequence (from left to right) of the "unique" icons on these tool bars. Using this icon allows you to upload and view any files, documents or even an image attached to the account or to the stay.
The icon is shown as a page or piece of paper with words on, and a large red arrow.
When selected, it opens the "Documents attached to this.... (Stay, Contact or Account)" screen, where you can click the "Choose File" button to select the correct file on your computer, and then click the "Then Press to upload the file" button to add the file to the account or stay. Any files already attached to this account or stay will be shown on this screen and may be viewed; If you want to subsequently remove an attached file from Skyware, just click the "X" next to the file to delete it.
Note: Once any file has been attached/uploaded, the "Upload a file for this Stay" icon will be YELLOW, not white, to indicate that at least one document is attached.
Upload a File:
Select the Upload File icon by clicking on it in the tool bar.
The "Documents attached to this.... (Stay, Contact or Account)" screen for the relevant stay, contact or account will open. The information on the associated stay, contact or account is displayed in the header on the screen.
Note: Any attached files will be displayed; if no files have been uploaded , the screen will say so.
To attach a document, first, a file must be selected to upload, chosen from those saved on the machine. Click the Choose File button to open the file folder on the computer and select the relevant document.
Until a file has been selected, the words "No file chosen" will be shown to the right of the Choose File button. Once a file has been selected, the name of the file will be displayed here.
Once a file has been selected, it still needs to be uploaded to the screen. This is done by pressing the button Then Press to Upload the File.
Once this button is clicked, Skyware will upload the file and attach it to the account, contact or stay shown in the information section at the top of the screen, and remove the "No file have been uploaded" message.
Note: As the file has now been uploaded, the "No file chosen" message will reappear next to the Choose File button. This helps to prevent the same file being uploaded and attached multiple times.
Once a document has been uploaded, it may be viewed from this screen at any time. To view an attached document simply click on the line entry to open the document in a new tab. You can upload and attach as many different documents to the account, contact or stay as you wish using this screen.
Once you have finished uploading any documents return to the account, contact or stay screen using the return button (in this case Stay Screen >>).
Subsequently, the "Upload File" icon will be YELLOW, not white, to indicate that at least one document is attached.
Delete an attached File:
Any attached documents may be deleted from the Documents attached to this.... (Stay, Contact or Account) screen as wished simply by clicking on the large red "X" to the left of the relevant line entry.
Skyware will open a pop up message asking if the selected image/file should be deleted. Choose OK to continue with deletion or choose cancel to not.
If ALL files attached are deleted, once you return to the account, contact or stay screen the "Upload File" icon will subsequently return to being white, rather than yellow.
Date Updated March 21, 2024