Accessing SDA Cloud
SDA Cloud Set-up
Your architect manager will create a username and password for you to use as login credentials. Be sure to have this information on hand before you start the installation process.
- Download and install the SDA Cloud desktop component from here. This adds functionality to the existing SDA software already on your computer (i.e. you will not see another icon added to your desktop for SDA Cloud).
- Open the SalesDoc Architect (SDA) software. In the Excel button ribbon click Add-ins and select Architect > Setup > Register as an SDA Cloud user.
- When prompted, enter your username and password credentials.
There are two ways to access SDA Cloud:
- SalesDoc Architect Menu Option
- While in SDA go to the menu tab and select ARCHITECT
- Scroll down to OPPORTUNITIES and select GO TO SDA Cloud option
- You will be re-directed to a web browser window that opens to the SDA Cloud Application
- Enter your user name and password
- Web Access
Return to SDA Cloud User Guide Main Page