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[1], to access them anytime from any computer that has a connection to the internet and access to the database. 10 GB of storage space is available to you.

The Cloud Drive is a collection of files and images used in the database for various reasons. Here is a list of what the tab is and where the information can be used.

  • My Documents: This tab is login specific and can be used to store files for that specific login. This is the only area these files can be accessed.
  • Shared Documents: Anyone with a staff login can store and view files in this area. This is the only area these files can be accessed.
  • Email Images: These are files that have been uploaded in any editor in the database. Event descriptions or communications. These files were linked in the body of text.
  • Email Attachments: These files were attached to an email that was sent from CM/MZ
  • Member Files: This is a collection of files added to the Files tab in the Member module
  • Event Files: This is a collection of the files added to the Files tab in the Events module
  • Group File: This is a collection of files added to the Files tab in the Group module
  • General Task Files: This is a collection of files added in the Project/Task Manager.

Upload files[2] to My Documents for your personal use or into Shared Documents to make them available for your entire staff.


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: Document storage on the Cloud Drive

To capture the URL link for a file, click on the desired file. Options for managing the file (such as download, rename & delete) will be displayed. It the URL text, the URL for the file will be displayed and may be copied.

Cloud Drive 1 CP.jpg
  1. Note: These document storage folders are only available for those with Plus edition or greater.
  2. File types allowed: jpg, jpeg, gif, png, svg, txt, pdf, odp, ods, odt, rtf, doc, docx, pub, xls, xlsx, ppt, pptx, ogv, mp4, webm, ogg, mp3, wav. up to 50 MB in size.