Import-Export Cases
This article contains information on how to export one or a few cases from
one A1-Law database to another. One may create a single ZIP compressed
file and then either Email it (if it is small enough) or use FTP or a CD/DVD or
flash drive to transfer the file from one network to another and then import the
file.
The Basic Problem
Sometimes an individual case or several cases need to be moved from one A1-Law
database to another.
There are a few ways to
Transfer Cases from one A1-Law database to another.
If it is “low volume”
meaning a few cases then the simplest method would be through the Transfer
Utility module which allows you to email one or several cases or just transfer
the file via FTP. So the steps are
as follows:
- Source
computer creates a zip file to export
- File
is then Emailed or FTPd or copied to a flash drive, dvd, etc.
- File
is imported at the destination computer.
A1-Law has the ability to “email” a case or several cases.
A1-Law creates a ZIP file containing the cases and the ZIP compressed file may
then be Emailed or one may use FTP or another transfer method such as a flash
drive or USB drive to import the file into another A1-Law database. Here
are the details:
1. Give yourself access rights
to the Transfer Utility to Export Cases. Click
Tools, System, Configure Group Defaults and select the group you are in (ie:
Administrator). Click
Security and check the “Access to Transfer Utility” checkbox.
2. Click Search For A Case and
find the case or a few cases you are looking for.
Most importantly – look for the client card/case numbers.
3. At the Found Cases window
(or any Found Cases window) click the Transfer Utility button (the one third
from the lower left corner). If you
then click the Clear and Add button, A1-Law is going to add all the cases at the
Found Cases window. You might not
want this if there are a lot of cases at the Found Cases window so it might be
faster to just enter the few cases you want and separate them with a comma.
4. Click the Export File tab
and select “Normal Compression” and click the Export Cases button.
Enter a filename (ie: Test1).
5. A1-Law exports the file
into the c:\lawlocal\temp folder. This
file may now be Emailed or FTPd. You
would then perform similar steps on the destination computer only you will click
the Import File tab and of course it is not necessary to enter any case numbers
at the first tab (the Export Cases tab).
6. The Client Card numbers
will most likely be different at the destination computer since if you export
case numbers 2 and 3 at the source computer and there are already 100 cases at
the destination computer then A1-Law will renumber the imported cases from 2 and
3 to 101 and 102. Do not import the
files on the same computer you did the export or you will have unnecessary
duplicates on the source computer.
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