Miscellaneous

Exporting custom formats

DT Practice enables you to export your custom formats. This is useful if, for example, you create a format using the Sample database and want to move it to your firm database. You can also attach formats to email messages.
Exported formats are files with .CFX file extensions, which can then be imported into DT Practice.
To export a report, invoice, statement, letter, or label format, follow these steps.
  1. Choose File > Export > Custom Formats to open the
    Export Custom Formats
     screen.
  2. In the list of folders, select the Expand button next to the folder for the type of format you want to export.
  3. Mark the checkbox for each individual format you want to export. Note that you can export more than one format at a time, if necessary.
  4. When all desired formats are selected, mark the
    File
     and/or
    E-mail
     checkbox(es) at the top of the screen.
    note
    For either type of export, DT Practice will create a .CFX file for each exported format that contains the format information.
  5. Perform one or both of the following steps, depending on the method of export you chose.
    • To export to a file, select the More button, and in the
      Browse For Folder
       dialog navigate to the folder where you want the exported format to be saved.
    • To export to an email message, select the address book button and select one or more email recipients for the message.
  6. Select the
    Export Selected
     button.

This article applies to:

  • Product: DT Practice