Miscellaneous

Exporting custom formats

Digita Practice Advanced 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 Digita Practice Advanced.
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, click 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, Digita Practice Advanced 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, click the More button, and in the Browse For Folder dialog navigate to the folder where you want the exported format to be saved.
      note
      If you’re running Digita Practice Advanced through Digita Virtual Office, you can navigate to files on your local network.
    • To export to an email message, click the address book button and select one or more email recipients for the message.
  6. Click the Export Selected button.

This article applies to:

  • Product: Digita Practice Advanced