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Downloading Client Files from Draftworx Cloud (Desktop)
What it is: A transfer function in Draftworx Desktop that lets you pull a client file from your Draftworx Cloud account and save it as a local or server file on Desktop.
What it's for
Firms that work across both Draftworx Cloud and Draftworx Desktop can use this to bring a Cloud client file down to Desktop, where it becomes available as a local or server file. This is useful when work started on Cloud needs to continue on Desktop, or when a local copy is required.
How to do it
- On the Client List screen, navigate to Transfer.
- Select Download from Draftworx Cloud.
- Enter your Draftworx Cloud login details and select Login.
- Your active Cloud client files appear under Cloud Clients.
- Double-click the client file, or select it and choose Download to Local or Download to Server.
- Select Copy to confirm.
- The client file is downloaded and appears in the Desktop Client List.