top of page

Cloud Export Folders

Writer's picture: SupportSupport

Updated: Jun 27, 2022

Applies to Retreat Manager Cloud only.


Saving Word documents, Excel spreadsheets, or PDF documents to your local computer requires a few extra steps.


Setup your local computer


On your local computer create a folder named C:\RM-Export, or any name of your choosing in any location, and three sub-folders named Word, Excel, PDF, Attach.


Open File Explorer on your computer. If you're unfamiliar with File Explorer you can open it by searching for 'File Explorer'.


Right-Click on C:\, select New, then click Folder

Then type RM-Export as the name of the new folder.


Right-Click on the new folder, RM-Export, select New, then click Folder

Type Word


Right-Click on the new folder, RM-Export, select New, then click Folder

Type Excel


Right-Click on the new folder, RM-Export, select New, then click Folder

Type PDF


Right-Click on the new folder, RM-Export, select New, then click Folder

Type Attach


When done your File Explorer should look like this:

Configure Retreat Manager Cloud to save to your new, local, folders.


Open Retreat Manager Cloud and log in.


Click Configure > Personal Settings

Click the Maps tab on the left


Double-Click on the blue area for 'Location for Exporting DOCX'.


Expand 'This PC' and then expand 'C:\'. Depending on how many folders you have under C:\ this may take a little while to load. Once expanded select C:\RM-Export and then select Word. Finally, click Open.


The value in the blue area will change to be something like \\tsclient\C\RM-Export\Word\


Repeat for CSV and PDF.


When done click Save and Close button.


Setup Mapped Locations


Open Retreat Manager Cloud and log in.


Click Help > Setup Mapped Locations

Click the Find button for each row and select a location on your Local Computer where you want those types of files saved.


Expand 'This PC' and then expand 'C:\'. Depending on how many folders you have under C:\ this may take a little while to load.


The value in the blue area will change to be something like \\tsclient\C\RM-Export\Word\


Repeat for each file type. They can all be saved to the same folder or unique folders.


When done click Save & Close button.





Recent Posts

See All

Housekeeping

Retreat Manager and Retreat Portal offer housekeeping functionality allowing for front desk staff to monitor whether rooms are clean and...

Register for related programs

The following tutorial will walk you through allowing guests to register for more than one program at the same time. This is typical of a...

Using images in Marketing Content

The marketing content of a program allows you to include any HTML you wish to properly present more details about a program. The editor...

Comments


bottom of page