• Support

Cloud Export Folders

Updated: 15 hours ago

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.




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