Transfer Configurable Files dialog

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Use this dialog to copy customized items such as transmittal letters or elections from one office profile to another. For example, multiple branches of the same firm that share an installation of UltraTax CS can copy items like customized elections, filing instructions, and invoice pricing from one office to all other offices.
To open this dialog, select the Transfer Configurable Files button on the Setup, Office Configuration, then Office Setup dialog.

Fields & buttons

From office
Use this drop-down list to choose the office profile that is the source of the customized items to be transferred.
note
You must create an office profile using the Office Setup dialog before it will appear in this drop-down list.
To office
Use this drop-down list to choose the office profile that is the destination of the customized items to be transferred. To transfer customized items from the source office profile to all other office profiles, choose (All Other Offices) from this list.
note
You must create an office profile using the Office Setup dialog before it will appear in this drop-down list.
Configurable items list
This list contains the configurable items that can be transferred from one office profile to another. Use the checkboxes to the left of each item to select which items will be transferred from the office specified
From office
field to the profile specified in the
To office
field.
note
Pennsylvania& Note:
& To copy Pennsylvania Local cities configurable items from one office to another, the Pennsylvania product needs to be installed. In the Transfer Configurable Files dialog, mark the
Product Specific Settings
checkbox.

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