BEFORE YOU BEGIN:
Being able to move documents to our system is key so that not only you, but your employees and your clients can see the data that you have created offline. To be able to move documents to our system, please refer to the FTP/FileZilla Setup Guide here:

For Macintosh - http://www.cloud9realtime.com/Guides/Mac%20Filezilla.pdf

STEP ONE: Locating Your Documents
Open the folder in which the file you want to move to the e-Dashboard is located at. This may be your desktop, or a different folder on your local computer.

STEP TWO: Locating Cloud 9 Network Drive Folder
Open your Cloud 9 Real Time network drive on your computer (XP USERS: Go to Start-My Network Places. VISTA OR 7 USERS: Go to Start-Computer, then scroll down to “Network Drives”). Navigate to where you want your document to be stored at by going to the company folder.
If you want the document to be seen inside the e-Box, navigate to that folder. In that folder, there are seven different sub-folders. Navigate to the folder in which the document is.
If you want to sort your document, navigate to the Inbox folder.
If your document is a Word file, navigate to the e-Desk folder.
If your document is an Excel document, navigate to the e-Coach folder.
If the file is a QuickBooks or another application data file, you will want to move the file to the e-Business folder.

STEP THREE: Moving the document to the e-Dashboard.
Once you have navigated to the proper folder, you can now drag and drop the file from its current folder to its new folder.

edashboard e-dashboard