The Group to Template utility allows you to copy Transaction Groups from a property to the template in multi-property operations.
From the Toolbox menu, select Utilities, select Transaction Management and then select Group Template.
From the Vertical Ellipse, click Copy to Template.
Source Property: Enter or select the source property.
Transaction Groups: Select one or more transaction groups from the list.
Click Save.
Review and click Copy and Continue.
Confirmation panel will display result of the copy; click Print to generate a report in new window.
Parent topic: Transaction Management