Installing Easify - On the Cloud
Please note: These instructions relate to the Cloud version of Easify (not the on-premises version).
(If you are using the On-Premises version, you can follow the instructions here.)
With Easify Cloud all your data is stored on the Microsoft Azure Cloud. This means that you only have to install the Easify Pro Client onto your PC or laptop.
The Easify Pro Client installer can be downloaded from our website. Make sure you chose the Easify Pro Client Installer (and not the full installer).
Once downloaded, you will see the Easify Pro Client installer on your desktop. Double click it to run the installer.
Depending on your PC settings a pop up window might appear asking your permission to allow the Easify installer to run. Click Yes.
The Easify Pro Client Set up wizard will launch. Click Next to continue.
Read and tick to agree the end user license agreement. Click Next:
The wizard will ask you to chose where the Easify Pro Client software is installed. We recommend that you chose the default path that has been pre-filled, however you can change it if preferred.
The Easify Pro Client software will be installed on your PC or laptop. This usually only takes a few minutes. Once installed you will see the following...
Click on Finished to close the installation wizard.
If the Launch Easify Pro when set up finishes is ticked Easify will automatically launch when you click on Finished.
When you launch Easify for the first time, it will ask if you wish to look for remote Easify Servers.
When prompted, enter your Easify Website Username and Password and click Discover:
Easify Connection Manager will then find any Easify servers that you have been assigned to and they will show in the list. Most users will only have one company showing in this list.
Click OK to close this window.
You should now be ready to log into Easify.Click here for instructions as to how to get started using Easify.
If you're not sure whether you're using Easify Cloud or Easify On-Premises click here for more information about Easify Licensing...