Easy Document Access in Desktop App
Last updated
Was this helpful?
Last updated
Was this helpful?
This folder is where you save documents downloaded from the desktop application. This will also be the folder where you save images and documents that you would like to upload into the desktop application.
You must do this on each device you have the desktop application on.
Estimated Time to Complete – 5 Minutes
Before beginning, make sure you have:
Logged into your Wise Option account.
Necessary user permissions to access Creating a folder for the Desktop App.
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Before logging into the desktop application, go to your file finder on the computer
Open your Windows C (sometimes abbreviated "OS: C) drive
Create a new folder here (suggested name: a-Wise Option Docs)
Right-click on the folder and create a shortcut on the desktop of your computer
Now open the desktop application
Open the file finder in the cloud
Click on “This PC” on the left
Click on “C on (Computer name)”
You will see the folder you created
Right-click on the folder and select Pin to Quick Access