Miscellaneous

Importing remote entry data

Use the
Import Remote Entry Data
 dialog to import remote entry data from the main DT Practice database that has been exported as an XML file. Typically, this import will only be necessary for Remote Entry users who are away from the office for extended periods. Otherwise, you can connect to your firm’s network directly and perform the steps to create or update a remote entry firm.
Follow these steps to import the XML file containing data for remote entry.
Before you import the XML file, make sure that all existing entries have been transmitted. The new file will overwrite the previous one, and all data from the previous file will be lost.
  1. Choose
    File
     >
    Import
     >
    Remote Entry Data
    .
  2. In the
    Import Remote Entry Data
     dialog, select the More button.
  3. Navigate to the folder where the exported XML file resides.
  4. Select the XML file and then
    Open
    .
  5. Select
    OK
     to import the file.

This article applies to:

  • Product: DT Practice