See the following links below if you are setting up a workstation or a new user to access Attaché Cloud Hosted Services (CHS).
Onboarding a new user for Attaché Cloud Hosted Services
Setups on each workstation accessing Attaché Cloud Hosted Services
To setup the CHS workstation, see: Set up a CHS workstation using Windows 10 or Windows 11.
Optional setups for using Attaché Cloud Hosted Services
For each workstation accessing Attaché Cloud Hosted Services, you have the following setups use Attaché on the environment.
To view/save/move files:
Follow the process to export reports to your local computer.
Follow the process to copy or move files to your local computer.
Creating bank (ABA) files: Create bank files to my local computer.
Managing archive files: Manage archives in the hosted environment.
Managing access to file explorer files and folders: Pin Attaché folders in File Explorer for quick access.
Printing: Printing to your local computer.
Changing your password: How do I change my password.
Client and Access Group responsibilities when using Attaché Cloud Hosted Services