EMS | Cloud File Manager

EMS | Cloud File Manager

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.

Notes
You may see an error when accessing this for the first time, don’t worry, when you click OK you can then go to This PC, then access your Open Drive

If you need to make changes (or add in any new merge fields) you can press the Pencil to select your document and edit within the browser.
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