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Custom Formats

Export and import custom formats

You can transfer any format in Practice CS between database files. You can transfer the file to a new firm database, or design a test format within the sample database and later transfer it to your live database.
The transfer is a 2-step process. The files must first be exported and then imported into the new database.
Follow these steps to export the custom format files:
  1. Select
    File
    ,
    Export
    , then
    Custom Formats
    .
  2. Select the custom format files for export.
  3. Select to either save the files to a location on your computer or network or email the files.
  4. Select
    Export Selected
    .
Follow these steps to import the custom format files:
  1. Select
    File
    ,
    Import
    , then
    Custom Formats
    .
  2. Go to the location where the custom format files are saved.
  3. Select the custom format files.
  4. Select
    Import Selected
    .
Once imported, the files are available for use.
If security is enabled, you may need to adjust security settings for yourself and other staff members to be able to use the format.

This article applies to:

  • Product: Practice CS