Storing your file(s) on iCloud makes them accessible to all of your Mac and iOS devices while keeping them in sync and secure. It is also an option transfer files directly between Mac and iOS devices.
Note:
Files for SEE Finance 2 cannot be used in older versions of SEE Finance.
Enable iCloud
If you haven't done so already, setup iCloud on your iPad in the Settings app by signing with your Apple ID in the iCloud preferences. Make sure to enable "iCloud Drive" option in the iCloud preferences is turned on. Then check in the iCloud "APPS USING ICLOUD"" section that SEE Finance is enabled. Next, check that you have "Use iCloud" enabled in the "SEE Finance" settings in the Settings app.
Move your files to iCloud
After enabling iCloud for the iOS app your files will be stored in iCloud. If you previously did not have iCloud enabled for the iOS app then the next time you use the iOS app any files that were stored within the app itself will be moved to the "SEE Finance" folder in your "iCloud Drive" folder automatically. The files stored in the "SEE Finance" folder in your "iCloud Drive folder" are the files shown in the iOS app's list of files when iCloud is enabled.
Open and use your file(s)
With your file(s) stored on iCloud, you can open and use your file(s) in SEE Finance on any of your Mac or iOS devices. SEE Finance and iCloud will work together to monitor changes made by each device, keep them in sync, and keep your data secure.
Use the information below to troubleshoot an issue syncing files:
Make sure iCloud is being used
First, make sure iCloud is enabled in the Settings app and that your file is being stored on iCloud. Open your file in the iOS app and tap the action button underneath the list of accounts and choose "Document Info" from the popup menu. Check the "Location" for showing the file is stored on "iCloud". If the file doesn't indicate it is stored on iCloud, double check again that you have iCloud enabled. Also, try closing the file and re-opening it to make sure you have opened the desired file. When iCloud is enabled for the iOS app, the list of available files shown are the files in the "SEE Finance" folder within your "iCloud Drive" folder.
Restart your devices
Many times simply restarting your devices can resolve issues with iCloud files not uploading and downloading. Try restarting your devices to check if your file then updates across your devices.
Reset your file on iCloud
If you have verified iCloud is enabled and that your file is stored on iCloud, but it still does not appear to be syncing changes on your other devices you can reset your file on iCloud. You will have to decide which of your devices has the copy of your file that you want to keep.
• If it is an iOS device that has the desired file to keep:
- First close the file or program on your other Mac and iOS devices if possible.
- For backup purposes, make a copy of the desired you want to keep (iPhone, iPad).
- Next, open the file you want to keep on your iOS device.
- Tap the action button under the list of accounts and tap the "Document Info" option from the popup menu.
- If the file is stored in iCloud, towards the bottom of the Document Info will be an "iCloud Options" section. Select the "Replace in iCloud" option and confirm to replace the file in iCloud. Doing so will essentially replace the copy of the file on iCloud with the contents of this file.
- Allow some time for iCloud to update the file on your other devices and you should be back up and running.
• If it is a Mac that has the desired file to keep:
- First close the file or program on your other Mac and iOS devices if possible.
- Use Finder to make a copy of the desired file your wish to keep file for backup purposes.
- Next, open the file you want to keep in the program on your Mac.
- Go to the program's File menu and hold down the Option key which will make a "Replace in iCloud" option appear towards the bottom of the menu. Select the "Replace in iCloud" option and confirm to replace the file in iCloud. Doing so will essentially replace the copy of the file on iCloud with the contents of this file.
- Allow some time for iCloud to update the file on your other devices and you should be back up and running.