Below are some helpful instructions on how to complete common tasks within the Elite Online/Hosted cloud environment.
How to restore a backup from desktop to Elite Online
Create a Conversion backup from your Desktop version.
Create a Folder in your C: Drive (i.e. Elite Uploads and place the backup there).
Go to Elite Online Open Elite Practice Manager, Practice Setup, Restore.
Paste \\Client\C$\ in the file path and click browse to gain access to your local C: Drive.
Select the folder that you had created previously (i.e: Elite uploads).
Select permit all access on the folder when the security warning appears.
Change the file selection to all files to see your backup file.
Creating a backup in Elite Online
Go to Elite Practice Management, Practice Setup, Backup.
Clear the path and click browse.
Paste \\Client\C$\ into the file name and click save.
Save the backup to your local machine's C: drive or a location where you can retrieve the backup.
M2M Credential Setup for Elite Online
Refer to our KA on how to complete PLS setup using M2M Credentials.
