Miscellaneous

Exporting clients to other applications

Use the Export Clients screen to export clients to Digita FileCabinet, or to a standalone XML file.
note
You must be licensed for Digita FileCabinet to export clients to that application.
  1. Choose File > Export > Clients.
  2. Mark one or more of the checkboxes to select a destination for the exported clients:
    • Digita FileCabinet
       — Mark this checkbox to export clients to Digita FileCabinet. If you have more than one Digita FileCabinet data location set up, select a location from the drop-down list. Exporting clients to Digita FileCabinet creates a new drawer for each exported client.
      To create a Digita Practice Advanced folder in each new Digita FileCabinet client drawer, mark the
      Create a Digita Practice Advanced folder in Digita FileCabinet Clients
       checkbox. This checkbox is available only if you have marked the
      Digita FileCabinet
       checkbox.
    • Other
       — Mark this checkbox to export clients to a standalone XML file. Click the More button and navigate to the folder where you want to save the XML file.
    note
    If you’re running Digita Practice Advanced through Digita Virtual Office, you can navigate to files on your local network.
  3. Mark the checkbox for each client you want to export. To select all clients, right-click the list and choose Select All from the context menu.
    To choose a specific set of clients to export, select a filter from the drop-down list in the
    Filter
     field. To create a custom filter using criteria that you specify, click the More button.
    note
    To remove an applied filter, click the remove filter Red X button.
  4. Click the Export Selected button to export the clients to the selected application(s) and/or to an XML file.
    note
    This button is available only if you have marked the checkbox for at least one client.

This article applies to:

  • Product: Digita Practice Advanced