Share configurable files between firm data locations

If you have office share or branch licensing and you store each firm's data in a separate directory, you can maintain separate configurable items, such as client documents. If you want to share the documents of a firm with another firm, do the following:
  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Open the
    Office Setup
    window by selecting
    Setup
    .
  3. Select
    Transfer Configurable Files
    .
  4. In the
    Transfer Configurable Files
    window, select the location that contains the files you want to share from the dropdown.
  5. Select the office profile to copy files to in the
    To office
    field.
  6. Mark the checkbox to the left of each type of item you want to copy from the list of configurable items.
  7. Select
    Transfer
    .
You'll receive a message that the transfer is complete when all the files are copied.
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