Premier | Cloud File Manager
🔍 Summary
Since your Premier Cloud system cannot access files stored locally on your PC, any Reservation Confirmations, Appointment Confirmations, or Marketing emails must first be uploaded to File Manager within the cloud environment before they can be used.
❓ Likely Scenario
- You need to upload and use existing confirmation templates (Reservation or Appointment)
- You want to store marketing documents for cloud-based access
- You receive an error the first time you attempt to access the Open Drive (O:)
🛠️ Process Overview
Because Premier Cloud does not have access to your local PC folders, documents must be uploaded into File Manager. From there, you can use the Open Drive (O:) to select, map, and manage documents directly within your Premier Manager or Administrator applications, with the option to edit them online if required.
✅ Step-by-Step Instructions:
- Launch your Premier Cloud system and click the File Manager icon
- File Manager opens in a new browser tab
- Depending on your access level, you’ll see either “Open” or “Secure.”
- Use Open File Manager for general document uploads
- Click Upload File → Select your document from your PC → Wait for upload to complete
- In Premier Manager/Administrator, go to the relevant document selection screen (e.g., Reservation Confirmations)
- Click the three dots (…) → Open your Open (O:) Drive → Select the uploaded document
- To edit or add merge fields, click the Pencil icon to make changes directly in the browser
🧠 Important Note
- The first time you access File Manager, you may see an error message. Simply click OK, then navigate to This PC → Open Drive (O:)
- All users have access to the Open Drive, but access to Secure may be restricted based on permissions
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