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