Adding images to Retreat Manager Cloud Documents
Updated: Dec 9, 2021
Retreat Manager offers a large variety of documents that can be sent to guests and groups. You may want to add an image to those documents - such as your center's logo. To do this in Retreat Manager Cloud requires one extra step to make the image available in our cloud. This tutorial will walk you through those steps.
Open Retreat Manager Cloud
Click Help > Copy File
In the window click Select File to Copy
When looking for the image you want to copy be sure you are under This PC.
Then click Copy to Location
When looking for the destination to copy to be sure to pick the user with the same name you use to access Retreat Manager Cloud - typically ending in U##, e.g. U01.
And under that user you can pick any of the listed folders, e.g. Pictures if you're uploading an image.
Finally, click the Copy button, then click OK. If you're only uploading one image, then you can close the File Copy tool.
To access all of the document templates in Retreat Manager Cloud click Configure > Administration > Optional System Settings
Then click Documents on the left-side menu then double-click the document you want to edit.
In the document editor select the part of the document where you want to insert an image and then click Insert > Image.
When looking for the image location be sure to pick the user with the same name you use to access Retreat Manager Cloud - typically ending in U##, e.g. U01.
And under that user pick the same folder where you saved the image you copied to the cloud, e.g. Pictures.
Then click on the image you uploaded and it will be inserted into the document.
Remember to click Save to RM when done.