Storing Documents - Cloud Drive

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Store your documents 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.

Upload files to My Documents for your personal use or into Shared Documents to make them available for your entire staff. In addition, files uploaded to the special folder titled Member_Only_Files in the Shared Documents tab are available to your members in the Member Information Center (version 3 only).

Note: These document storage folders are only available for those with Plus edition or greater.

Locate these two tabs by clicking Cloud Drive in the left-hand menu or by selecting the desired folder from the Common Tasks tab in the Dashboard module.


Communication.1.083.1.jpg Figure 11-2a Document storage on the Cloud Drive