FAQ 301: How do I upload a file to your Server?

[Support]

When customers request us to do some work on their database, or if we have to troubleshoot a database issue, then our support team will need a copy of your database.

STEP 1 – Creating a Backup
Firstly you need to create a backup of your database. If you already have a database backup or if you need to upload something else to us, please skip ahead to STEP 2

In ClinicOffice, click TOOLS | BACKUP DATABASE

When asked where you want to save the backup, we recommend saving it on your Windows Desktop for easy access

Click the SAVE button to save the database backup

STEP 2 – Uploading the File
To upload a file to our server, please follow these instructions :-

1.  Log onto your Client Portal
2. Click on the Secure Files button as below

You can then either drag/drop the file, or click the ‘Select File‘ button to search for your backup on your computer.

Please note that this may take quite a long time (depending on the size of your database), but you can leave the upload running in the background while you continue working with your computer. Please do not refresh or close the page though as this will interrupt the upload.

Once the upload is completed, the file will remain in your portal for 30 days.

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