Office - IT - Saving Documents to Local Device (on Citrix)

Table of Contents


Overview

This guide will demonstrate how to save documents to a local device when using the Citrix workspace as your hosting service.

Required Permissions

  • Admin access to install software on device


Update Preferences in Citrix

  1. Navigate to the Citrix Workspace Application icon. 

  2. Right Click the Citrix Workspace Application and select Connection Center.

  3. Click Preferences.

  4. Under the File Access tab, select the radio button “Read and Write” when choosing how to access files on your computer from this section.

Save Documents from CMA

  1. Within the desired document in CMA, click the export icon and choose the type of file to export.

  2. Click OK on the message, “Restrictions” and “Location is not available.” This is expected since the default save location navigates to the Clubessential’s application server.  

  3. Click This PC on the left of the Save As screen and select the desired drive.

  4. Select Local Disk (C: drive on “device name”) if saving to the current user’s profile. 


Best Practices

  1. When saving documents, DO NOT USE THE QUICK ACCESS tool on your device. These documents should be saved under Devices and Drives.

FAQs

  1. Can these documents be saved to the network?

    1. These reports could also be saved to the network drives that are already mapped to the local device.