Transferring configurable files

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You can transfer user-configurable items such as folders and the Document names list from one data path to another. For example, your firm may have a client-specific data location and a firm-specific data location that must contain the same folders.

Note: Depending on your firm's security configuration, you may be required to enter the master password to open the System Configuration dialog.

  1. Choose Setup > System Configuration.
  2. Click the Data Locations tab.
  3. Click the Transfer Configurable Files button.
  4. From the drop-down lists in the Transfer Configurable Files dialog, select the source and destination locations for the files you want to transfer.

    Tip: To send selected configurable files to all other data locations, choose (All Other Locations) from the Destination location field.

  5. In the configurable files list, mark the checkboxes for the files you want to transfer.
  6. Click the Transfer button.
  7. Click OK twice to return to the Digita FileCabinet main window.