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How to upload or download files in the Hosted Environment

Modified on: Thu, Sep 22 2022 5:13 PM

Uploading Files 

To access and load files to the company shared drive, follow the steps below:

1. Go to the Takeoff, Project, or Dashboard and click the Open Folder tab for each respective view

2. Click this PC and navigate to the bottom where you will see your company's shared folder - right below the Temporary Storage folder

3. On your local computer, right-click and copy the file from your local drive and paste it into the folder in the Hosted Environment

Downloading Files

To download files, you will use the file explorer tool or you can copy and paste the data from the hosted to your local computer. 

1. Go to the Takeoff, Project, or Dashboard and click the Open Folder tab for each respective view

2. Click this PC and navigate to the bottom where you will see your company's shared folder - right below the Temporary Storage folder

3. Right-click and copy the file from your hosted environment and paste it into the folder on your local computer.

Very Important - Depending on the file, you need to enter *.* and then press Enter to see all the files in the folder.

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