Subgroup Template

The Subgroup (to) Template utility allows you to copy Transaction Subgroups from a property to the template in multi-property operations.

  1. From the Toolbox menu, select Utilities, select Transaction Management and then select Subgroup Template.

  2. From the Vertical Ellipse, clickCopy to Template.

  3. Source Property: Enter or select the source property.

  4. Transaction Subgroups: Select one or more transaction groups from the list.

  5. Click Save.

  6. Review and click Copy and Continue.

  7. Confirmation panel will display result of the copy; click Print to generate a report in new window.

Parent topic: Transaction Management