We have established a dedicated shared drive for each company within the Hosted environment. This folder is exclusively accessible to the users of that specific company, ensuring that their files remain private and secure.
Copying the report to the Z-Drive folder location
Here is the easiest way to get files to and from the Hosted - Copy Files to Hosted
To access and load files to this company's shared drive, follow the steps below:
1. Go to the Takeoff, Project, or Dashboard and click the Open Folder tab
2. Next copy the file from your local drive and paste it into the folder
3. Depending on the file you will need to enter *.* and then press Enter to see all the files in the folder.
Configuring the report drop-down folder
To configure the shared location for your reports, please follow these steps:
1. Navigate to the Home tab and click on Preferences.
2. Select the Custom Reports option from the menu.
3. Click on the Edit button located on the right side to open the shared drive settings.
4. Choose your preferred location for the reports and click OK. This will ensure that your reports are easily accessible from the drop-down menu.
