Exporting/Importing Documents to Desktop in POR Cloud Hosted Elite

How to Upload files to POR

1. In the top right of the POR Web Portal, click the up arrow. This will open File Explorer on the workstation, NOT the POR server.
   

2. In the file explorer, navigate to the desired file. In this example it will be This PC > C:\ > POR.
   
   
   
3. Double-click the file to be uploaded to the POR SERVER. In this example, it is the TEST.txt file.

Attaching Saved Files to Contracts

1. Navigate to the contract you want to attach the newly saved file to, and click Attachments > Add > Set File.
   
   
   
2. Navigate to This PC > Remote Desktop Virtual Drive on RDWebClient > Uploads. All newly uploaded files will be moved to this folder on the POR Server.
   
   
   
   
   
3. Double-click the file that you wish to be uploaded to the contract.
   

How to Download Files From the POR Server

1. Open the report or other file you wish to download to the local workstation used to access POR. In this example, it will be the Top Items report.
     
2. On the top left of the screen, click the Export Report icon.
   
   
   
3. This will open the File Explorer for the POR SERVER. In File Explorer, Navigate to This PC > Remote Desktop Virtual Drive on RDWebClient > Downloads
   
   
   
   
   
4. Name the report as desired and click Save.
   
   
   
5. You will see the following Window appear. Click “Confirm” to open File Explorer on the workstation being used to access POR.  

6. In the workstation File Explorer, navigate to the folder or network drive you intend to save the exported document to. In this example the path is This PC > C:\ > POR.
   
   
   
7. Click Save.
      
8. Now, the file has been saved to the specified path on your workstation.  NOTE: If you are using Adobe to view PDFs, click Menu > Save As > Choose a different folder. Then, go back to step 3 in the “How to Download” section.