Tools, Reports, and Import > Sharing templates

Import data - Sharing templates

Saved import configuration templates can be shared in an interchange format: ACI (contacts import), AFI (files import), or ACFI (contact-file relationships import).

If Gavel & Gown, your consultant, or another firm sends you a template, you can add it to Amicus for use. Similarly, you can export any of your saved templates to the interchange format for sharing to others.

In the Import view of Tools, choose the type of import.

●        Add a previously exported template to Amicus for use.

●        Export a template from Amicus.

Related topics

●        Import data - Overview

●        Import data - Configuration

●        Import data - Import

●        Import data - Log Output

Amicus Cloud (July 2023)

Copyright