Export custom formats
You can export your custom formats with Practice CS. 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 cfx files that can be imported into Practice CS.
Follow these steps to export a report, invoice, statement, letter, or label format.
- SelectFile,Export, thenCustom Formats.
- Select
next to the folder for the type of format you want to export. - Mark the checkbox for each individual format you want to export.noteYou can export more than 1 format at a time.
- Mark theFileand/orE-mailcheckboxes.noteFor either type of export, Practice CS will create a cfx file for each exported format.
- Complete 1 or both of the following steps, depending on the method of export you selected.
- To export to a file, select
then go to the folder to save the exported format to.noteIf you’re running Practice CS through Virtual Office CS or Software as a Service (SaaS), you can go to files on your local network. - To export to an email message, select
then 1 or more email recipients for the message.
- SelectExport Selected.
