Setup firm administration

Importing custom formats

DT Practice enables you to import custom report, invoice, statement, letter, and label formats. To import a format, it must first have been exported from DT Practice using the
Export Custom Formats
 screen, and will be a file with a
.CFX
 file extension. If you create a custom format in another database and want to move it to your firm database, the export/import process will let you do that.
To import custom formats, follow these steps. This procedure assumes that you have one or more
.CFX
 files ready to import.
  1. Choose File > Import > Custom Formats to open the
    Import Custom Formats
     dialog.
  2. Seelct the More button next to the
    Format folder
     field and navigate to the folder where the
    .CFX
     file you want to import resides and select
    Open
    .
    note
    In this step, we recommend that you select a folder and select
    Open
    , rather than selecting the
    .CFX
     file itself. One you open the folder, you will be able to select the desired file or files in the
    Import Custom Formats
     dialog.
  3. In the
    Import Custom Formats
     dialog, mark the
    Remove Imported Files
     checkbox if you want the original
    .CFX
     files to be deleted after the import.
  4. In the list of available formats, mark the checkbox next to each format you want to import.
  5. Select the
    Import Selected
     button. The imported formats will appear on the
    Custom Formats
     screen and the appropriate Print screen (Print Reports, Print Labels & Letters, or Print Invoices & Statements).

This article applies to:

  • Product: DT Practice