Transfer Configurable Files dialog

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

Use this drop-down list to choose the office profile that is the source of the customized items to be transferred.
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.
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.
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