Product Support: FAQ

Find the answer...

BizPlanBuilder v10 /11

How to... Collaborate Over a Server

If your company has an online server for file-sharing, please ask your system administrator to "map the drive to your desktop." This way, you can easily browse to find the drive as if it were your "C:" drive, etc., then open and access the folder where you will share your business plan files.

If you do not have an online file-server...

We recommend IBackup



1) Sign-up for one of their "Workgroup Plans" as these will enable file-sharing, collaboration, back-up, etc. over the Internet (You can get 500MB for about $15/month) You only need one account -- your team can share access. make sure they use the same username and password.

2) Download their "iDrive" software and install it.
This will make the web-based "disk-drive" act as if it were part of your PC (it will become your "I" drive).
Run iBackup, then double-click on the desktop icon to open the folder.

3) Click the green 'Start' button on your desktop,
then 'My Computer',
then double-click 'Shared Documents',
then drag the entire 'JIAN Documents' folder over to the Ibackup folder.

4) Launch BizPlanBuilder

5) Select "All Access Full Control"

6) Before you log-in, click the 'Change' button and browse for your new IBackup drive which should now appear on your desktop.



7) Click the [+] to open the iDrive,
then click on "JIAN Documents." (Just highlight the folder, don't open it.)
[OK]

8) Just below/left of the 'Pathname' box, click: '[x] Make this my default path' to automatically take you back to this folder location on iBackup and remember your login info for you.

9) Communicate to your collaborators that they must visit IBackup and follow steps 2-6. (You will need to provide them with your IBackup log-in and password)

Note: It may be slow going at first, but once you have an actual Word or Excel document loaded for editing, you will be able to work faster.