Premier | Cloud File Manager
Summary
As your Premier Cloud system does not have access to local folders on your PC, any Reservation Confirmations, Appointment Confirmations, or Marketing emails must be uploaded to File Manager within the cloud environment before they can be used.
Likely Scenario
You need to use existing confirmation templates (Reservation/Appointment).
You want to upload and store marketing documents for use in the cloud.
You receive an error when first trying to access the "Open Drive."
Process Overview
Your Premier Cloud system cannot access documents stored locally on your PC, so any Reservation Confirmations, Appointment Confirmations, or Marketing emails must first be uploaded to File Manager. Using the Open Drive within File Manager, you can upload, map, and manage these documents directly in your Premier Manager or Administrator application, with the option to edit them online if needed.
Step-by-Step Instructions:
Launch your Premier Cloud system and click on the File Manager icon.
File Manager opens in a new browser tab.
Depending on your access level, you’ll see “Open” or “Secure.”
Use the Open File Manager for general document uploads.
Click Upload File → Select your document from your PC → Wait for upload.
In your Premier Manager/Administrator app, go to the 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
You may see an error message the first time you access File Manager.
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.
Related Articles
Premier | Creating and Sending Emails
Related Articles
Premier | User Manager
? Summary User accounts are managed by the system Administrator and define each person’s level of access through a User Profile. Best practice requires every user to have their own unique account, ensuring secure access and enabling audit trails of ...Premier | Marketing
Description The Marketing section of your Premier software allows you to specify a select group of clients that you wish to target for a particular mail shot. Once the clients have been selected you then have the option to mail merge, email merge or ...Premier | Automated Marketing and Reports
Description With version 2.2 onwards Premier Core includes automated marketing, automated reception reporting and automated appointment reminders and confirmations. A small number of changes have been made to the system to support this: The 2 ...Premier | Email Settings
Description This guide will help you to diagnose and resolve email settings you may be experiencing. Email settings are managed by your IT provider and they will be the ones to assist with obtaining updated settings if required. Premier Core ...Premier | Creating and Sending Emails
Description Creating Templates and Configuring your System Technical Information In all installations there will be a degree of technical setup required in order for the integrated email merge facility to function. The level of complexity will depend ...