When accessing ESHA Programs through the ESHA Cloud, the process for saving files is different. By default, when you save a file (e.g. a PDF or EXL of a Recipe, Ingredient, or other records.), the files are saved to the ESHA Cloud database.
However, there could be instances when you want to save a file to your local desktop or laptop computer and access it from there.
Use cases for this might be:
- Sharing a Recipe .exl file with another ESHA program user
- Downloading and emailing a PDF of a Recipe
This blog will review the two options for saving files on your local computer:
- Saving files directly to your local drive
- Saving files to the ESHA Cloud Drive and moving them to your local drive (best option for saving multiple files at once)
Computer Drives Explained:
C on {Your Computer Name} or Home on {Your Name’s} Mac. This is the name of your personal computer. This is your personal computer’s hard drive folder.- Personal Share (P:) is referred to as your Personal drive and is hosted in the ESHA cloud (this is not a local drive). Any data/files placed on this drive will only be accessible to you. To access files on this drive, login to the ESHA Cloud with your username and password and click on the File Explorer folder.
- Company Share (S:) is referred to as your Company Shared drive and is hosted in the ESHA Cloud (this is not a local drive). Any data/files placed on this drive will be accessible by all users on your company account (and your company account only) with access to the cloud server. To access files on this drive, login to the ESHA Cloud with your username and password and click on the File Explorer folder.
Note: This process can take a while. When navigating to your local computer, you’re asking the cloud server to read the file structure of your computer (over your internet connection). If you have more than one file to save, we recommend saving the files to the ESHA Cloud drive and then doing a bulk file transfer to your local drive.
- Open the record you want to save locally.
- From the File or Home tab, choose Save to PDF or Save to EXL. (The process for saving is the same for both file types.)
- Select the “C on {Your Computer Name}” drive.
- Browse like you would using the standard Windows File Explorer: Either expand the folder in the left-hand menu or double-click on the folders until you have found the folder to save to. (Example: C: > Users > Your Name > Desktop.)
- Click Save. This file is now accessible on your local computer.
- Open a record you want to save.
- From the File or Home tab, choose Save to PDF or Save to EXL. (The process for saving is the same for both file types.)
- Select the Personal Share (P:) Drive.
- Click Save.
- Do this for each record you want to ultimately save locally, either as a PDF or EXL file.
- Open the ESHA Cloud Remote Desktop webpage (login.eshacloud.com).
- Click the File Explorer folder.
- You will be prompted to save it.
- Once it has downloaded, click on it in the lower left-hand corner of your browser to open it. (You may be asked to connect. If so, click connect.)
- Open the P: drive to see your files.
- From the left-hand menu, expand the C on {Your Computer Name} until you see the folder that you want to move your records to. Again, this may take a little time.
- Select the files you wish to move and drag/drop or copy/paste the records to your local folder
Copy and paste instructions:
- Highlight the files you want and copy the selected files:
- PC users: Right-click on the files and select ‘Copy’ or go to the Home tab and select Copy
- Mac users: On your keyboard select (Command+C) on your keyboard or go to the Home tab and select Copy.
- Browse to your local drive under This PC or HostedComputer and select the folder you want to save the files. Then paste the files into their new location:
- PC users: Right-click and select Paste or go to the Home tab and select Paste
- Mac users: On your keyboard select (Command+V) or go to the Home tab and select Paste
