FAQs - Family Law Software

FAQs

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Question: How can I coordinate my files between the Cloud and Windows/Mac desktop?

Answer: You may upload files from the Windows and Mac editions to the Cloud Edition and download files from the Cloud Edition to the Windows and Mac editions.

All uploads or downloads happen from within the desktop editions.

1. Getting files to the Cloud. If you have a file on your Windows or Mac desktop, and you would like to work on that file in the Cloud, you must first upload the file to the cloud Edition. To do that, go to the Windows or Mac desktop edition, and click Files & Settings > Open/Save/Send > Upload. (The Upload button is near the bottom of the screen.)

2. Multiple files. If you have many files, you must open them one at a time on your Windows or Mac desktop, and upload each in turn to the Cloud.

3. Downloading files. if you have a file in the Cloud, you may download it to the Windows or Mac edition. To do that, go to your Windows or Mac desktop edition, click Files & Settings > Open/Save/Send > Download. This is the exact same action that you do to download a file sent through the Cloud by a client.

4. Multiple file versions. If you have uploaded a file to the Cloud or downloaded a file from the Cloud, you will end up with multiple versions of the file, one on the Windows or Mac desktop edition and one in the Cloud. Please be careful that you are always working in the latest version. This is up to you to track.

If you wish, you may delete the file from the Cloud after you download it (Files & Settings > Open/Save/Send > Delete). Similarly, you may delete the file from the Windows or Mac computer after you upload it to the Cloud (same action, on the desktop). This practice will assure that you have only one current version, and it will prevent you from entering some data in one file and other data in another file.