As your system is in the cloud, it won’t have access to your usual folders on your PC which you may store your existing Reservation Confirmations, Appointment Confirmations or Marketing emails.
These will need to be uploaded to your File Manager.
When you load up
your EMS Cloud system, you will see there is another icon for “File Manager”
Click Open to access this.
This will open up on a new tab within your browser. Depending on your access level you will see on the left “Open” or “Secure”.
Open File manager
can be accessed by all Cloud users, so this is where you would typically save
your documents.
To upload a document, click “Upload File” then select your document on your PC. This will take a short moment to upload the document. This will then be accessible for you to select within your Premier Manager (Or Administrator) application.
To map your document to your system, on the document selection screen (EG Reservation Confirmations) select the 3 dots then open your “Open” or “O” drive, you can then select the relevant document that you have uploaded.