1. User Guide
  2. Toolbox
  3. Utilities
  4. Transaction Management
  5. Copying Transaction Subgroups to Template

Copying Transaction Subgroups to 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 Ellipsis, click Copy 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.