Create/Upload Folders and Files in CoraCloud

Folders and Files can be created and uploaded to four main locations on CoraCloud for sharing and collaboration. These locations include: 

• Inside the ‘External Folder’ of each Project, Business, or Subsidiary 
• Inside the ‘Internal Folder’ of each Project, Business, or Subsidiary 
• Inside any folder created at the ‘My Firm’ Entity level
• Inside any folder that is nested in any of the previously mentioned folders

Creating a New Folder

Once inside any of the locations above you can start creating new folders to organize your client files. To do so, click on the ‘Actions’ button in the top right. A drop-down menu will appear where you can select ‘New Folder’. A pop-up window will appear allowing you to type a name for this new folder. Enter the name you desire and then click ‘Add’. The pop-up will disappear and you will see your newly created folder on the screen.

Creating a New File

CoraCloud gives you the ability to create and edit documents directly in the cloud from your web browser in the following formats: Word (.docx), Excel (.xlsx), and PowerPoint (.pptx).

To create a new file in CoraCloud with the document editor:

1. Navigate inside the folder where you would like the document to reside.
2. Click the ‘Actions’ button at the top right and select ‘New File’ from the drop-down menu.  
3. A pop-up window will appear asking you for key information about this new file.
4. Enter the name of this new file.
5. Choose the type of file: Document (Word Document), PowerPoint (Presentation), Excel (Spreadsheet)
6. Choose a file category if you wish to categorize the file. Document categories help identify a document without having to open it.
7. When finished, click the ‘Add’ button in the lower right corner and you will be taken to the document editor. Make sure to ‘SAVE’ the document at the top right before closing with the ‘Close File’ button at the top left.
8. When entering the editor after initially creating the document, you will get the option to ‘lock’ your document so that no one else can make changes until you close the file and release the lock.

Uploading Files

You most likely already have files located on your local hard drive that you’ve created while working with your clients and internal staff. You can upload these documents from your PC to CoraCloud provided they are a supported file type: Word (.doc, .docx), Excel (.xls, .xlsx), Powerpoint (.ppt, .pptx), PDF (.pdf), and some image types (TIFF, JPG, JPEG, PNG).

To upload a file:

1. Navigate inside the folder where you would like the file to reside.
2. Click the ‘Actions’ button at the top right and select ‘Upload Folder(s) / File(s)’ from the drop-down menu.
3. A pop-up window will appear, make sure you are selected to the ‘Upload Files’ tab at the top. 
4. You can drag and drop your files to the area outlined by the dotted lines or you can click on the text inside the box and it will open a Windows File Explorer window for you to navigate and select the files you wish to upload. If all of the files you’re uploading are of the same type (like W-2s), you can use the ‘File Category’ drop-down above the dotted box to categorize the files before the upload.
5. Next, click ‘Upload’ in the lower right corner and your files will be copied from your local hard drive and into CoraCloud.

Uploading Folders

You may have a folder on your computer that already contains all the subfolders and files that you and your client or team members have been working on. You can upload that entire folder at one time and it will be copied in CoraCloud with the same structure.

To upload a folder:

1. Navigate to the location where you would like the folder and its contents to reside.
2. Click the ‘Actions’ button at the top right and select ‘Upload Folder(s) / File(s)’ from the drop-down menu.
3. A pop-up window will appear, click the ‘Import Folder’ tab at the top. 
4. Click the text in the box to open a Windows Explorer window and navigate to the folder you wish to upload.
5. Select that folder and then click ‘Upload’.
6. Another pop-up window will appear at the top of the screen asking if you want to allow your files to be uploaded. Click the ‘Upload’ button to proceed.
7. Click ‘Import’ in the lower right corner.
8. Your files will be copied from your local hard drive, into CoraCloud, and you will see a summary on the screen.
9. Click ‘Done’ and you’ll be back at your CoraCloud location with your newly uploaded folder and its contents.