1. User Guide
  2. Toolbox
  3. Utilities
  4. Data Management
  5. Transaction Management
  6. Copying Transaction Groups to Template

Copying Transaction Groups to Template

The Group to Template utility allows you to copy Transaction Groups from a property to the template in multi-property operations.

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

  2. From the Vertical Ellipsis, click Copy to Template.

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

  4. Transaction Groups: 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