Cloud

Overview

Commonly used documents can be stored in the Cloud 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.

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.

Working with Documents in the Cloud

Uploading Documents to the Cloud

Documents may be uploaded directly within the Cloud module, or within other modules in the software. To upload a document in the Cloud module:

1. Click Cloud in the left hand navigation panel.

   

2. Select the file folder to which you want to add the file.
3. Click the Choose New File button. NOTE: File size may be a maximum of 100 MBytes.
4. Navigate to the desired file and select. A progress bar will display the progress in importing the file.

   

Create a Sharing Link for Documents in the Cloud

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.

1. In the Cloud module, click the document for which you want to create a sharing link.

   

2. Click Sharing.

   

3. If you wish to share the file externally, click the Share File Externally check-box. This is enabled by default.
4. 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.
5. The Sharing Link is automatically created and you may copy this link to share.
6. 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 HOWEVER YOU MUST ENTER AN OPTIONAL FRIENDLY NAME TO USE THE SHARING LINK THAT IS CREATED.
7. Share Via Email: To automatically send this link to a contact:

   • Enter the Contact name.
   • Enter the contact's Email

8. Click Done.
9. Verify that an arrow icon is displayed adjacent to the document icon. This will confirm that your sharing link is functional. You will then be able to copy and paste the link into emails, etc.

   

If you entered a contact and an email address, the email shown below will be sent to the contact.

Downloading Documents from the Cloud

1. In the Cloud module, click the document you wish to download.

   

2. Click Download. The file will download to the default download folder configured on your computer.

Renaming Documents from the Cloud

1. In the Cloud module, click the document you wish to rename.

   

2. Click Rename. The name field for the document is now editable.
3. Type the new name for the file.
4. Left click to save the new name.