setting up your campaign in the cloud...

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Setting up your Campaign In The Cloud iPad. Setting up your iPad to effectively use your Campaign In The Cloud content involves two phases: Phase One is setting up an online Dropbox account and populating it with the desired content from your Campaign in the Cloud web site. Phase Two is adding the appropriate apps to your iPad, and then connecting them to your newly established (or existing) Dropbox account, and then properly downloading documents that you wish to reside locally on the iPad. Phase One: Setting up and populating your online Dropbox account. Step One: Go to www.Dropbox.com and set up an account (free). If you already have an existing Dropbox account, skip this step. Step Two: Create a set of folders for the documents and presentation files you wish to have resident on your iPad. The main files would be the meeting presentation PPT decks and any preferred videos you would plan to use. You won’t need all of the handouts, FAQ forms, etc., as you would most likely print those off from your computer in advance of use for physical distribution. Here is a picture of one suggested way to organize a set of folders. If you have more than one union, you could nest each set in its own union master folder. Step Three: Access your Campaign in the Cloud web site and download all of the documents and files you wish to upload to Dropbox. Step Four: Move the files you just downloaded to the appropriate Dropbox folder. Make sure your local Dropbox folder is set to synch to your “cloud” Dropbox folder (account). Phase Two: Setting up and populating your iPad. Step One: On your iPad, click on the App Store icon. Search for and install the Dropbox app (free). Open Dropbox and log into the account you set up online in Phase One. Verify you have logged into your account (look for the folders and documents you uploaded in Phase One).

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Page 1: Setting up your Campaign In The Cloud iPadlm10.com/ciab1/wp-content/uploads/ipad-instructions.pdf · 2015-01-15 · Settingup’your’Campaign’In’The’Cloud’iPad.’! Setting!up!your!iPad!to!effectively!use!your!Campaign!In!The!Cloud!content!involves!

Setting  up  your  Campaign  In  The  Cloud  iPad.    Setting  up  your  iPad  to  effectively  use  your  Campaign  In  The  Cloud  content  involves  two  phases:    

Phase  One  is  setting  up  an  online  Dropbox  account  and  populating  it  with  the  desired  content  from  your  Campaign  in  the  Cloud  web  site.  

 Phase  Two  is  adding  the  appropriate  apps  to  your  iPad,  and  then  connecting  them  to  your  newly  established  (or  existing)  Dropbox  account,  and  then  properly  downloading  documents  that  you  wish  to  reside  locally  on  the  iPad.  

   Phase  One:    Setting  up  and  populating  your  online  Dropbox  account.    Step  One:  Go  to  www.Dropbox.com  and  set  up  an  account  (free).  If  you  already  have  an  existing  Dropbox  account,  skip  this  step.    Step  Two:  Create  a  set  of  folders  for  the  documents  and  presentation  files  you  wish  to  have  resident  on  your  iPad.    The  main  files  would  be  the  meeting  presentation  PPT  decks  and  any  preferred  videos  you  would  plan  to  use.  You  won’t  need  all  of  the  handouts,  FAQ  forms,  etc.,  as  you  would  most  likely  print  those  off  from  your  computer  in  advance  of  use  for  physical  distribution.    Here  is  a  picture  of  one  suggested  way  to  organize  a  set  of  folders.    If  you  have  more  than  one  union,  you  could  nest  each  set  in  its  own  union  master  folder.    Step  Three:    Access  your  Campaign  in  the  Cloud  web  site  and  download  all  of  the  documents  and  files  you  wish  to  upload  to  Dropbox.    Step  Four:    Move  the  files  you  just  downloaded  to  the  appropriate  Dropbox  folder.  Make  sure  your  local  Dropbox  folder  is  set  to  synch  to  your  “cloud”  Dropbox  folder  (account).      Phase  Two:    Setting  up  and  populating  your  iPad.    Step  One:    On  your  iPad,  click  on  the  App  Store  icon.  Search  for  and  install  the  Dropbox  app  (free).  Open  Dropbox  and  log  into  the  account  you  set  up  online  in  Phase  One.    Verify  you  have  logged  into  your  account  (look  for  the  folders  and  documents  you  uploaded  in  Phase  One).  

 

 

 

Page 2: Setting up your Campaign In The Cloud iPadlm10.com/ciab1/wp-content/uploads/ipad-instructions.pdf · 2015-01-15 · Settingup’your’Campaign’In’The’Cloud’iPad.’! Setting!up!your!iPad!to!effectively!use!your!Campaign!In!The!Cloud!content!involves!

 Step  Two:    Go  back  to  the  home  screen  and  click  on  the  App  Store  icon  again,  and  this  time  search  for  and  install  the  Microsoft  PowerPoint  app  (free).    Now  –  here  is  the  “tricky”  part!    There  are  two  ways  to  open  the  files  from  your  Dropbox  folders  into  Powerpoint,  but  only  ONE  of  the  options  will  download  the  file  to  your  iPad  so  that  it  is  accessible  when  your  iPad  is  not  connected  to  the  internet.    If  you  will  always  have  access  to  the  internet  when  using  the  iPad,  then  it  doesn’t  matter  if  the  files  are  resident  on  the  iPad  and  you  can  use  Option  1.  But  if  you  need  files  available  when  internet  access  is  not  available,  then  follow  Option  2.    Step  Three:  Opening  your  documents  and  files  OPTION  ONE  –  opening  docs  using  internet  access  in  PPT  From  your  iPad  home  menu,  select  the  PPT  icon.  On  the  upper  left  side  of  the  screen,  you’ll  see  the  menu  for  your  files  and  documents.    One  of  those  menu  options  is  your  Dropbox  account  (MS  PPT  has  integrated  with  Dropbox).    If  you  click  on  that  menu  option  you  should  see  your  dropbox  folders,  and  can  open  files  from  there  (you  may  have  to  log  into  your  Dropbox  account  the  first  time  to  connect  the  two  apps).  This  is  the  quick  way  to  open  any  file  or  document  you  have  in  Dropbox  within  PowerPoint.    OPTION  TWO  –  setting  up  documents  to  be  able  to  be  opened  without  internet  access  The  first  time  you  do  this,  you  will  need  to  be  connected  to  the  internet.    From  your  iPad  home  menu,  select  the  Dropbox  icon.  Select  a  file  or  document  you  would  like  to  open/download  to  your  iPad.  Once  you  click  on  the  document,  you  will  see  a  menu  icon  in  the  upper  right  portion  of  the  screen  that  looks  like  a  small  box  with  an  arrow  pointing  out  of  the  top  –  this  is  the  icon  to  “open”  or  “send”  the  document  somewhere.  When  you  click  that  icon,  you  will  be  given  some  choices  of  where  you  would  like  to  send  or  with  what  app  you  would  like  to  open  the  document.  Select  the  PPT  app.  The  document  will  then  open  in  PPT,  AND,  when  you  go  back  to  the  menu  for  your  files  and  documents  in  the  PPT  app,  you  will  also  now  see  this  file  available  to  select,  whether  online  or  not.  You  have  now  successfully  moved  the  document  to  reside  on  your  iPad.      Below  is  a  pictorial  representation  of  these  two  options.    OPTION  ONE  –  opening  docs  using  internet  access  in  PPT    From  your  iPad  home  menu,  select  the  PPT  icon.    On  the  upper  left  side  of  the  screen,  you’ll  see  the  menu  for  your  files  and  documents.  One  of  those  menu  options  is  your  Dropbox  account.  Once  you  have  clicked  on  that  menu  option  you  should  see  your  dropbox  folders,  and  can  open  files  from  there.  FIGURE  1      

 

Page 3: Setting up your Campaign In The Cloud iPadlm10.com/ciab1/wp-content/uploads/ipad-instructions.pdf · 2015-01-15 · Settingup’your’Campaign’In’The’Cloud’iPad.’! Setting!up!your!iPad!to!effectively!use!your!Campaign!In!The!Cloud!content!involves!

   

 OPTION  TWO  –  setting  up  document  to  be  able  to  be  opened  without  internet  access  –  via  Dropbox    From  your  iPad  home  menu,  select  the  Dropbox  icon.  Select  the  file  or  document  you  would  like  to  open/download  to  your  iPad.  FIGURE  2,  3  &  4                          

 

Figure  1  

 

Figure  2  

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File menu
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Select Folders
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Select File
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Page 4: Setting up your Campaign In The Cloud iPadlm10.com/ciab1/wp-content/uploads/ipad-instructions.pdf · 2015-01-15 · Settingup’your’Campaign’In’The’Cloud’iPad.’! Setting!up!your!iPad!to!effectively!use!your!Campaign!In!The!Cloud!content!involves!

   Once  you  click  on  the  document,  you  will  see  a  menu  icon  in  the  upper  right  portion  of  the  screen  that  looks  like  a  small  box  with  an  arrow  pointing  out  of  the  top  –  this  is  the  icon  to  “open”  or  “send”  the  document  somewhere.  FIGURE  5      When  you  click  that  icon,  you  will  be  given  some  choices  of  where  you  would  like  to  send  or  with  what  app  you  would  like  to  open  the  document.  FIGURE  6    

         

 

Figure  3  

 

Figure  4  

 

Figure  5  

 

Figure  6  

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Select Folder
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Select File
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Open with App
Page 5: Setting up your Campaign In The Cloud iPadlm10.com/ciab1/wp-content/uploads/ipad-instructions.pdf · 2015-01-15 · Settingup’your’Campaign’In’The’Cloud’iPad.’! Setting!up!your!iPad!to!effectively!use!your!Campaign!In!The!Cloud!content!involves!

 Select  the  App  icon  (FIGURE  6),  then  select  the  PPT  app.  FIGURE  7    The  document  will  then  open  in  PPT  (FIGURE  8),  AND,  when  you  go  back  to  the  menu  for  your  files  and  documents  in  the  PPT  app,  you  will  aso  now  see  this  file  available  to  select  in  Recents,  whether  online  or  not.  FIGURE  9    

 

 

Figure  7  

 

Figure  8  

 

Figure  9  

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Open with PPT
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Recents - now native on iPad
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