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| − | =Overview=
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| − | Commonly used documents can be stored in the Cloud Drive, a selection in the left-hand menu of your software, to access them anytime from any computer that has a connection to the internet and access to the database.
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| − | The database is seeded with default folders, that contain the documents that you have uploaded within other modules. For Example: There is a default Events folder in your cloud, and when expanded you will see folders for each of your events, and within those folders find the documents, images, etc. that you have uploaded for the event in the events module.
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| − | [[File:Default Folders.jpg|center]]
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| − | =Working with Documents in the Cloud=
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| − | ==Uploading Documents to the Cloud==
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| − | Documents may be uploaded directly within the '''Cloud''' module, or within other modules in the software. To upload a document in the Cloud module:
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| − | #Click '''Cloud''' in the left hand navigation panel.
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| − | #:[[File:Cloud.jpg|center]]
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| − | #Select the file folder to which you want to add the file.
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| − | #Click the '''Choose New File''' button. '''NOTE:''' File size may be a maximum of 100 MBytes.
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| − | #Navigate to the desired file and select. A progress bar will display the progress in importing the file.
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| − | #:[[File:Progress bar.jpg|center]]
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| − | Once imported, the file will be available for future use.
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| − | ==Creating a Sharing Link for Documents in the Cloud== UNDER DEVELOPMENT
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| − | You can easily share the documents in your cloud by creating links to them. This is especially important when you wish to email documents. Best practice in emailing documents is to provide a link to the documents, rather than using an attachment.
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| − | #In the '''Cloud''' module, click the document for which you want to create a sharing link.
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| − | #:[[File:Share file.jpg|center]]
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| − | #Click '''Sharing'''.
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| − | #:[[File:Share File Screen.jpg|center]]
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| − | #If you wish to share the file externally, click the '''Share File Externally''' check-box. This is enabled by default.
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| − | #If you wish to secure this file, and only allow those to whom you have provided a password, enter a '''Password'''. This is optional. If you enter a password, the user will be prompted to enter this password when they click the sharing link.
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| − | #The '''Sharing Link''' is automatically created and you may copy this link to share.
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| − | #Enter a '''Optional Friendly Name'''. This will be used to generate a new sharing URL with the document. The URL would then be considerably shorter than the standard (omitting the directory path) and something that someone could relay over the phone without the recipient getting lost. '''FEB 2018 - THIS FUNCTIONALITY IS IN DEVELOPMENT'''
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| − | #'''Share Via Email''': To automatically send this link to a contact:
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| − | #:*Enter the '''Contact''' name.
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| − | #:*Enter the contact's '''Email'''
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| − | #Click '''Done'''.
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| − | ==Downloading Documents from the Cloud==
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| − | #In the '''Cloud''' module, click the document you wish to download.
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| − | #:[[File:Download File.jpg|center]]
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| − | #Click '''Download'''. The file will download to the default download folder configured on your pc or laptop.
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| − | ==Renaming Documents from the Cloud==
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| − | #In the '''Cloud''' module, click the document you wish to rename.
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| − | #:[[File:Rename Doc.jpg|center]]
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| − | #Click '''Rename'''. The name field for the document is now editable.
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| − | #Type the new name for the file.
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| − | #Left click to save the new name.
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| − | ==Moving Documents in the Cloud==
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| − | #In the '''Cloud''' module, click the document you wish to move.
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| − | #:[[File:Move Doc.jpg|center]]
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| − | #Click '''Move'''.
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| − | #:[[File:Edit Move File.jpg|center]]
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| − | #From the '''Destination Folder''' drop-down list, select the folder to which you wish to move the document.
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| − | #Click '''Done'''.
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| − | ==Deleting Documents from the Cloud==
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| − | #In the '''Cloud''' module, click the document you wish to delete.
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| − | #:[[File:Delete Doc.jpg|center]]
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| − | #Click '''Delete'''.
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| − | #:[[File:Are you sure.jpg|center]]
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| − | #Click '''OK'''.
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| − | =Working with Folders in the Cloud=
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| − | You may add, rename, move and delete folders in the Cloud.
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| − | ==Adding a New Folder==
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| − | #Click the [[File:Add New Folder Button.jpg|Add New Folder Button.jpg]] button. '''NOTE:''' If you wish to add the new folder as a sub-folder to an existing folder, open the existing folder first.
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| − | #:[[File:Add New Folder2.jpg|center]]
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| − | #Enter a '''Name''' for the new folder.
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| − | #Click '''Done'''.
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| − | ==Renaming Folders==
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| − | #Click the Folder that you wish to rename. '''Note:''' You may only rename folders that you have created, not the system generated folders.
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| − | #:[[File:Rename.jpg|center]]
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| − | #Click '''Rename'''.
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| − | #The folder name field is now editable, enter the new name of the folder.
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| − | #Left click to save changes.
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| − | ==Moving Folders==
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| − | #Click the folder that you wish to move. '''NOTE:''' You may only move folders that you have created, not the system generated folders.
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| − | #:[[File:Move folder.jpg|center]]
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| − | #Click '''Move'''.
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| − | #:[[File:Edit Move Folder.jpg|center]]
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| − | #From the '''Destination Folder''' drop-down list, select the folder to which you wish to move your folder. '''NOTE:''' You may only move folders to folders that you have created, not the system generated folders.
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| − | #Click '''Done'''.
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| − | ==Deleting Folders==
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| − | #Click the folder that you wish to delete. '''NOTE:''' You may only delete folders that you have created, not the system generated folders.
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| − | #:[[File:Delete Folder.jpg|center]]
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| − | #Click '''Delete'''.
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| − | #:[[File:Delete Confirm.jpg|center]]
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| − | #Click '''OK'''.
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