ARCHIVE - How to test offline access **Voyant Adviser, UK and Ireland**

After initially setting up offline mode, test it

After you have first enabled offline mode, try testing it.

1. Close Voyant.

2. Unplug or temporarily disable your internet connection.

3. Reopen the software whilst offline. Click the desktop link to open Voyant.

4. Sign in  using your Voyant user name and password.

The software will attempt to connect to our servers. Once it finds that a connection cannot be established, you will be prompted to enter an offline passcode.

5. Enter your Offline Passcode, which you set earlier.  

6. Once the Open Client Record dialogue displays, check the My Clients tab. Verify that you can open any one of these client files.


Related Topics

Offline Mode - Set up the software for occasional offline use, set an offline passcode

Best practices. Thirteen things to know about offline mode


For Further Reading

For more information on offline mode, view our offline guide.